Position in BX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$388,193
+$25,515 QoQ
Shares Held
3,299
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,443
of 2,106 holders
Holding Since
Mar 2020
26 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, 2026Claro Advisors Inc. holds $9,906,527 across 13 Asset Management names. BX ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
|
29,358 | $3,164,205 | |
| 2 | BLK |
BlackRock, Inc.
|
1,691 | $1,625,997 | |
| 3 | VGM |
Invesco Trust for Investment Grade Municipals
|
99,973 | $1,059,713 | |
| 4 | BPRE |
Bluerock Private Real Estate Fund
|
73,211 | $952,475 | |
| 5 | NBXG |
Neuberger Next Generation Connectivity Fund Inc.
|
34,241 | $566,346 | |
| 6 | PSEC |
Prospect Capital Corp
|
192,700 | $445,137 | |
| 7 | BX |
Blackstone Inc.
This page
|
3,299 | $388,193 | |
| 8 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
34,327 | $328,509 |
All Filings in BX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $388,193 | 3,299 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $362,678 | 3,154 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $510,203 | 3,310 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $562,096 | 3,290 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $447,094 | 2,989 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $795,068 | 5,688 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,034,175 | 5,998 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $933,327 | 6,095 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $718,535 | 5,804 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $771,798 | 5,875 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $709,062 | 5,416 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $595,591 | 5,559 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $514,681 | 5,536 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $391,239 | 4,454 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $713,707 | 9,620 | Shares | Sole | 2023-03-13 | |
| 2022-09-30 | $964,726 | 11,526 | Shares | Sole | 2022-11-18 | |
| 2022-06-30 | $1,051,516 | 11,526 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,350,895 | 10,642 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,376,968 | 10,642 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,256,355 | 10,799 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,085,830 | 11,178 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $814,016 | 10,922 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $673,894 | 10,398 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $537,085 | 10,289 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $529,771 | 9,350 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $410,722 | 9,013 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||