Benchmark Financial Wealth Advisors, LLC
Position in BX — Blackstone Inc.
CIK 1757706
BOCA RATON, FL
Position in BX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,380,269
+$46,960 QoQ
Shares Held
11,730
+1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#931
of 2,112 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Benchmark Financial Wealth Advisors, LLC holds $1,951,000 across 4 Asset Management names. BX ranks #1 (70.7% of the industry book) .
All Filings in BX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,380,269 | 11,730 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,333,309 | 11,595 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,194,276 | 7,748 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,311,957 | 7,679 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,137,855 | 7,607 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,056,876 | 7,561 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,290,736 | 7,486 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,140,512 | 7,448 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $916,367 | 7,402 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $965,700 | 7,351 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $955,323 | 7,297 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $775,372 | 7,237 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $667,617 | 7,181 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $390,624 | 4,447 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $326,806 | 4,405 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $365,015 | 4,361 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $372,309 | 4,081 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $499,001 | 3,931 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $503,197 | 3,889 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $449,072 | 3,860 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $372,726 | 3,837 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $283,288 | 3,801 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $243,037 | 3,750 | Shares | Sole | 2021-01-20 | |
| 2020-06-30 | $208,962 | 3,688 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||