Robertson Stephens Wealth Management, LLC
Position in BX — Blackstone Inc.
CIK 1767307
San Francisco, CA
Position in BX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$8,382,457
+$280,147 QoQ
Shares Held
71,237
+1.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#399
of 2,124 holders
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $37,323,537 across 16 Asset Management names. BX ranks #1 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
71,237 | $8,382,457 | |
| 2 | TROW |
Price T Rowe Group Inc
|
50,597 | $5,752,372 | |
| 3 | SII |
Sprott Inc.
|
46,384 | $5,211,242 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
110,516 | $4,446,058 | |
| 5 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
275,686 | $3,550,835 | |
| 6 | BLK |
BlackRock, Inc.
|
3,547 | $3,410,653 | |
| 7 | OBDC |
Blue Owl Capital Corp
|
241,451 | $2,624,572 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
24,467 | $1,042,049 |
All Filings in BX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,382,457 | 71,237 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $8,102,310 | 70,461 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $10,149,964 | 65,849 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,446,757 | 8,468 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,072,039 | 7,167 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $786,681 | 5,628 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $845,547 | 4,904 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,177,722 | 7,691 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $452,736 | 3,657 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $508,401 | 3,870 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $297,712 | 2,274 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $426,952 | 3,985 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $322,048 | 3,464 | Shares | Sole | 2023-08-11 | |
| 2022-03-31 | $335,248 | 2,641 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $661,182 | 5,110 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||