Position in BX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,507,470
+$34,334 QoQ
Shares Held
12,811
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#258
of 770 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BRANDYWINE OAK PRIVATE WEALTH LLC holds $3,187,978 across 5 Asset Management names. BX ranks #1 (47.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
12,811 | $1,507,470 | |
| 2 | BLK |
BlackRock, Inc.
|
1,069 | $1,027,907 | |
| 3 | BBN |
BlackRock Taxable Municipal Bond Trust
|
18,000 | $291,060 | |
| 4 | MQY |
Blackrock Muniyield Quality Fund, Inc.
|
15,780 | $183,048 | |
| 5 | VPV |
Invesco Pennsylvania Value Municipal Income Trust
|
15,768 | $178,493 |
All Filings in BX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,507,470 | 12,811 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,473,136 | 12,811 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,974,687 | 12,811 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,254,194 | 13,194 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,973,558 | 13,194 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,805,957 | 12,920 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,227,666 | 12,920 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,978,286 | 12,919 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,599,372 | 12,919 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,288,334 | 17,419 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,280,495 | 17,419 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,866,271 | 17,419 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,652,355 | 17,773 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,739,232 | 19,800 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,515,701 | 20,430 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,718,109 | 20,527 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,883,625 | 20,647 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,577,643 | 20,306 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,660,517 | 20,562 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $2,423,362 | 20,830 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,709,664 | 17,600 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,175,487 | 15,772 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,040,006 | 16,047 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $814,163 | 15,597 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $922,594 | 16,283 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $681,590 | 14,957 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||