Position in BX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$5,763,476
-$79,625 QoQ
Shares Held
48,980
-3.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
#489
of 2,112 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Golden State Wealth Management, LLC holds $10,836,971 across 56 Asset Management names. BX ranks #1 (53.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
48,980 | $5,763,476 | |
| 2 | GAB |
Gabelli Equity Trust Inc
|
267,909 | $1,516,364 | |
| 3 | APO |
Apollo Global Management, Inc.
|
6,654 | $787,234 | |
| 4 | HTGC |
Hercules Capital, Inc.
|
26,713 | $421,264 | |
| 5 | BLK |
BlackRock, Inc.
|
237 | $227,889 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
4,971 | $211,714 | |
| 7 | KKR |
KKR & Co. Inc.
|
1,745 | $160,156 | |
| 8 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
5,060 | $139,605 |
All Filings in BX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,763,476 | 48,980 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $5,843,101 | 50,814 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $7,816,131 | 50,708 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,621,261 | 50,461 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $8,194,740 | 54,785 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,121,916 | 58,105 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $10,047,258 | 58,272 | Shares | Sole | 2025-01-28 | |
| 2022-03-31 | $8,452,046 | 66,583 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $8,863,732 | 68,504 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,566,171 | 65,035 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,265,238 | 64,497 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,679,515 | 62,787 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,547,458 | 70,166 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $3,305,460 | 63,323 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,751,911 | 66,218 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,146,939 | 47,113 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||