Position in BX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$53,516,315
-$1,997,062 QoQ
Shares Held
454,800
-5.8% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#113
of 2,112 holders
Holding Since
Mar 2020
26 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, 2026Williams Jones Wealth Management, LLC. holds $200,847,176 across 26 Asset Management names. BX ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
596,751 | $70,601,610 | |
| 2 | BX |
Blackstone Inc.
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|
454,800 | $53,516,315 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
609,548 | $25,960,649 | |
| 4 | PDX |
PIMCO Dynamic Income Strategy Fund
|
837,548 | $17,437,749 | |
| 5 | TROW |
Price T Rowe Group Inc
|
101,369 | $11,524,641 | |
| 6 | PS |
Pershing Square Inc.
|
198,998 | $6,539,074 | |
| 7 | BXSL |
Blackstone Secured Lending Fund
|
139,043 | $3,296,709 | |
| 8 | SII |
Sprott Inc.
|
26,110 | $2,933,458 |
All Filings in BX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,516,315 | 454,800 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $55,513,377 | 482,767 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $81,377,750 | 527,947 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $88,964,499 | 520,717 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $77,969,023 | 521,253 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $73,402,950 | 525,132 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $91,990,725 | 533,527 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $85,347,618 | 557,354 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $68,280,528 | 551,539 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $73,485,487 | 559,378 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $73,875,537 | 564,280 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $61,015,801 | 569,496 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $53,264,000 | 572,916 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $50,789,615 | 578,206 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $43,260,263 | 583,101 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $48,921,310 | 584,484 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $52,668,356 | 577,314 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $75,240,257 | 592,723 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $78,273,833 | 604,945 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $71,658,343 | 615,939 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $62,040,500 | 638,671 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $47,402,570 | 636,020 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $41,178,394 | 635,371 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $31,812,976 | 609,444 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $33,809,475 | 596,708 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $27,574,315 | 605,098 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||