Position in BX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$132,614
+$9,920 QoQ
Shares Held
1,127
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
7 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, 2026Physician Wealth Advisors, Inc. holds $14,797,290 across 59 Asset Management names. BX ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
80,811 | $12,988,232 | |
| 2 | BLK |
BlackRock, Inc.
|
350 | $336,546 | |
| 3 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
29,367 | $231,411 | |
| 4 | PSF |
Cohen & Steers Select Preferred & Income Fund, Inc.
|
11,140 | $224,248 | |
| 5 | PCM |
Pcm Fund, Inc.
|
27,330 | $152,501 | |
| 6 | BX |
Blackstone Inc.
This page
|
1,127 | $132,614 | |
| 7 | BTZ |
Blackrock Credit Allocation Income Trust
|
10,000 | $102,200 | |
| 8 | ARCC |
Ares Capital Corp
|
4,190 | $77,640 |
All Filings in BX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,614 | 1,127 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $122,694 | 1,067 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $173,869 | 1,128 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $187,593 | 1,098 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $136,865 | 915 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $123,425 | 883 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $152,074 | 882 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||