Position in BX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,276,084
+$490,342 QoQ
Shares Held
70,333
+3.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#400
of 2,112 holders
Holding Since
Sep 2021
20 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, 2026Summit Financial, LLC holds $139,691,499 across 93 Asset Management names. BX ranks #3 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
360,966 | $10,890,344 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
572,407 | $10,801,320 | |
| 3 | BX |
Blackstone Inc.
This page
|
70,333 | $8,276,084 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
465,415 | $7,772,430 | |
| 5 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
454,618 | $6,287,366 | |
| 6 | FSCO |
FS Credit Opportunities Corp.
|
1,162,973 | $5,803,235 | |
| 7 | AMP |
Ameriprise Financial Inc
|
11,534 | $5,291,337 | |
| 8 | KKR |
KKR & Co. Inc.
|
49,881 | $4,578,078 |
All Filings in BX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,276,084 | 70,333 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,785,742 | 67,708 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,021,197 | 58,526 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,310,455 | 60,348 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,076,663 | 60,681 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,550,705 | 18,248 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,676,303 | 15,522 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,771,867 | 11,571 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $901,635 | 7,283 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $504,592 | 3,841 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $632,343 | 4,830 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $490,808 | 4,581 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $421,990 | 4,539 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $416,976 | 4,747 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $293,421 | 3,955 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $363,760 | 4,346 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $300,329 | 3,292 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $437,943 | 3,450 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $377,301 | 2,916 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $313,070 | 2,691 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||