Position in BX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$873,464
-$50,710 QoQ
Shares Held
7,423
-7.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,093
of 2,112 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $8,120,665 across 14 Asset Management names. BX ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DNP |
Dnp Select Income Fund Inc
|
218,106 | $2,353,363 | |
| 2 | BLK |
BlackRock, Inc.
|
1,424 | $1,369,261 | |
| 3 | BX |
Blackstone Inc.
This page
|
7,423 | $873,464 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
25,975 | $783,665 | |
| 5 | UTG |
Reaves Utility Income Fund
|
13,758 | $560,225 | |
| 6 | TPG |
TPG Inc.
|
11,815 | $479,098 | |
| 7 | PFG |
Principal Financial Group Inc
|
3,179 | $342,632 | |
| 8 | NTRS |
Northern Trust Corp
|
1,557 | $270,668 |
All Filings in BX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $873,464 | 7,423 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $924,174 | 8,037 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,187,494 | 7,704 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,316,228 | 7,704 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,201,875 | 8,035 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,052,683 | 7,531 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,398,326 | 8,110 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,230,552 | 8,036 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $862,514 | 6,967 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $900,541 | 6,855 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,027,198 | 7,846 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $733,373 | 6,845 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $508,174 | 5,466 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $486,633 | 5,540 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $582,094 | 7,846 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||