Position in BX
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$5,418,788
-$1,363,680 QoQ
Shares Held
47,124
+7.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.36%
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, 2026LAKE STREET PRIVATE WEALTH, LLC holds $22,969,789 across 8 Asset Management names. BX ranks #2 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RQI |
Cohen & Steers Quality Income Realty Fund Inc
|
583,462 | $7,030,717 | |
| 2 | BX |
Blackstone Inc.
This page
|
47,124 | $5,418,788 | |
| 3 | NZF |
Nuveen Municipal Credit Income Fund
|
366,950 | $4,469,451 | |
| 4 | HYT |
Blackrock Corporate High Yield Fund, Inc.
|
419,475 | $3,573,927 | |
| 5 | CSQ |
Calamos Strategic Total Return Fund
|
74,248 | $1,271,125 | |
| 6 | BLK |
BlackRock, Inc.
|
966 | $929,011 | |
| 7 | PFG |
Principal Financial Group Inc
|
2,629 | $236,899 | |
| 8 | OTF |
Blue Owl Technology Finance Corp.
|
3,218 | $39,871 |
All Filings in BX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,418,788 | 47,124 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,782,468 | 44,002 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $7,191,247 | 42,091 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,249,003 | 41,777 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,756,140 | 41,180 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $6,847,315 | 39,713 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $6,084,314 | 39,733 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $4,776,699 | 38,584 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $4,989,826 | 37,983 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,700,420 | 35,903 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,907,181 | 36,468 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $3,292,346 | 35,413 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $3,538,722 | 40,286 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $3,081,778 | 41,539 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $3,533,479 | 42,216 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,267,584 | 35,817 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $3,715,152 | 29,267 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,617,097 | 27,955 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $3,060,789 | 26,309 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $2,408,392 | 24,793 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,812,196 | 24,315 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $1,302,486 | 20,097 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $916,788 | 17,563 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $861,401 | 15,203 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $1,517,435 | 33,299 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||