Position in BX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$63,894
New position
Shares Held
543
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,898
of 2,112 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Spectrum Wealth Advisory Group, LLC holds $227,635 across 10 Asset Management names. BX ranks #2 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OWL |
Blue Owl Capital Inc.
|
11,336 | $99,190 | |
| 2 | BX |
Blackstone Inc.
This page
|
543 | $63,894 | |
| 3 | CII |
BlackRock Enhanced Large Cap Core Fund, Inc.
|
1,932 | $50,521 | |
| 4 | ADX |
Adams Diversified Equity Fund, Inc.
|
253 | $6,464 | |
| 5 | BLK |
BlackRock, Inc.
|
3 | $2,884 | |
| 6 | FSK |
FS KKR Capital Corp
|
187 | $1,963 | |
| 7 | AMP |
Ameriprise Financial Inc
|
2 | $917 | |
| 8 | NTRS |
Northern Trust Corp
|
5 | $869 |
All Filings in BX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,894 | 543 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||