Position in BX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,111,723
+$69,583 QoQ
Shares Held
9,668
+43.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
19 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, 2026EVOKE WEALTH, LLC holds $26,747,907 across 30 Asset Management names. BX ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
401,081 | $4,171,242 | |
| 2 | OBDC |
Blue Owl Capital Corp
|
296,141 | $3,275,319 | |
| 3 | NAC |
Nuveen California Quality Municipal Income Fund
|
256,039 | $2,982,854 | |
| 4 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
236,500 | $2,655,895 | |
| 5 | BLK |
BlackRock, Inc.
|
1,881 | $1,808,976 | |
| 6 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
|
143,219 | $1,704,306 | |
| 7 | BX |
Blackstone Inc.
This page
|
9,668 | $1,111,723 | |
| 8 | TSLX |
Sixth Street Specialty Lending, Inc.
|
39,858 | $732,590 |
All Filings in BX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,111,723 | 9,668 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,042,140 | 6,761 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $749,518 | 4,387 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $390,553 | 2,611 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $525,852 | 3,762 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $644,850 | 3,740 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $572,706 | 3,740 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $436,936 | 3,326 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $223,922 | 2,090 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $265,452 | 3,022 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $374,733 | 5,051 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $167,400 | 2,000 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $182,460 | 2,000 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $253,880 | 2,000 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $103,512 | 800 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $93,072 | 800 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $41,284 | 425 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $28,694 | 385 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $24,951 | 385 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||