Position in BX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$786,416
-$335,723 QoQ
Shares Held
6,839
-6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Meridian Wealth Advisors, LLC holds $5,577,192 across 6 Asset Management names. BX ranks #5 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSQ |
Calamos Strategic Total Return Fund
|
85,722 | $1,467,560 | |
| 2 | RJF |
Raymond James Financial Inc
|
9,579 | $1,386,943 | |
| 3 | BLK |
BlackRock, Inc.
|
987 | $949,207 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
23,469 | $831,741 | |
| 5 | BX |
Blackstone Inc.
This page
|
6,839 | $786,416 | |
| 6 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
17,936 | $155,325 |
All Filings in BX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $786,416 | 6,839 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,122,139 | 7,280 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,414,638 | 8,280 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,127,833 | 7,540 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $773,682 | 5,535 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $902,618 | 5,235 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $801,635 | 5,235 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $648,093 | 5,235 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $687,721 | 5,235 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $685,366 | 5,235 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $560,877 | 5,235 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $488,557 | 5,255 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $459,842 | 5,235 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $388,384 | 5,235 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $471,649 | 5,635 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $477,589 | 5,235 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $677,224 | 5,335 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $566,340 | 4,377 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $506,777 | 4,356 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $423,141 | 4,356 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $428,920 | 5,755 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $417,052 | 6,435 | Shares | Sole | 2021-05-07 | |
| 2020-09-30 | $315,027 | 6,035 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $455,263 | 8,035 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $416,281 | 9,135 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||