Position in BX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$340,066
+$11,310 QoQ
Shares Held
2,890
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
14 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, 2026Foster Victor Wealth Advisors, LLC holds $20,758,014 across 6 Asset Management names. BX ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OWL |
Blue Owl Capital Inc.
|
1,766,585 | $15,457,618 | |
| 2 | IVZ |
Invesco Ltd.
|
12,287 | $3,722,592 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
12,236 | $521,131 | |
| 4 | BCSF |
Bain Capital Specialty Finance, Inc.
|
31,278 | $391,600 | |
| 5 | BX |
Blackstone Inc.
This page
|
2,890 | $340,066 | |
| 6 | BLK |
BlackRock, Inc.
|
338 | $325,007 |
All Filings in BX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,066 | 2,890 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $328,756 | 2,859 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $615,172 | 3,991 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $619,160 | 3,624 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $388,160 | 2,595 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $355,879 | 2,546 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $438,808 | 2,545 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $434,276 | 2,836 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $350,973 | 2,835 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $382,943 | 2,915 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $381,500 | 2,914 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $311,991 | 2,912 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $270,635 | 2,911 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $261,675 | 2,979 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||