Position in BX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$585,759
-$117,427 QoQ
Shares Held
5,094
+11.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 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 Mar 31, 2026WEALTH ALLIANCE, LLC holds $5,469,293 across 13 Asset Management names. BX ranks #3 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUA |
Blackrock Muniassets Fund, Inc.
|
90,736 | $962,708 | |
| 2 | BLW |
BLACKROCK Ltd DURATION INCOME TRUST
|
53,908 | $678,701 | |
| 3 | BX |
Blackstone Inc.
This page
|
5,094 | $585,759 | |
| 4 | TYG |
Tortoise Energy Infrastructure Corp
|
10,960 | $546,356 | |
| 5 | PFG |
Principal Financial Group Inc
|
5,541 | $499,299 | |
| 6 | ARES |
Ares Management Corp
|
4,308 | $470,002 | |
| 7 | BLK |
BlackRock, Inc.
|
430 | $413,535 | |
| 8 | GSBD |
Goldman Sachs BDC, Inc.
|
36,036 | $319,999 |
All Filings in BX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $585,759 | 5,094 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $703,186 | 4,562 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $785,055 | 4,595 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $688,965 | 4,606 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $670,105 | 4,794 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $894,342 | 5,187 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $482,359 | 3,150 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $327,079 | 2,642 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $326,717 | 2,487 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $328,085 | 2,506 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $384,954 | 3,593 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $389,358 | 4,188 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $387,725 | 4,414 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $300,171 | 4,046 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $469,137 | 5,605 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $469,377 | 5,145 | Shares | Sole | 2022-10-11 | |
| 2022-03-31 | $458,888 | 3,615 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $647,208 | 5,002 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $487,231 | 4,188 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $404,296 | 4,162 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $286,046 | 3,838 | Shares | Defined | 2021-05-18 | |
| No filing history on record for this holder in this stock. | ||||||