Position in BX
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$8,627,469
+$6,111 QoQ
Shares Held
75,028
+34.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Arkadios Wealth Advisors holds $124,401,208 across 61 Asset Management names. BX ranks #2 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSCO |
FS Credit Opportunities Corp.
|
3,563,531 | $18,174,007 | |
| 2 | BX |
Blackstone Inc.
This page
|
75,028 | $8,627,469 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
506,004 | $8,404,725 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
173,748 | $8,291,254 | |
| 5 | PML |
Pimco Municipal Income Fund II
|
1,088,510 | $8,240,020 | |
| 6 | BLK |
BlackRock, Inc.
|
8,132 | $7,820,625 | |
| 7 | STT |
State Street Corp
|
55,429 | $7,015,094 | |
| 8 | PDI |
PIMCO Dynamic Income Fund
|
380,364 | $6,508,027 |
All Filings in BX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,627,469 | 75,028 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $8,621,358 | 55,932 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,578,735 | 44,359 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,113,034 | 40,868 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,503,277 | 39,371 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,087,596 | 29,507 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,785,465 | 31,251 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,655,082 | 13,369 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,578,016 | 12,012 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,674,204 | 12,788 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,408,676 | 13,148 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,402,731 | 15,088 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,019,558 | 11,607 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $802,958 | 10,823 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $467,883 | 5,590 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $231,724 | 2,540 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $240,170 | 1,892 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $471,875 | 4,056 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $481,425 | 4,956 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $216,658 | 2,907 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $163,710 | 2,526 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $89,523 | 1,715 | Shares | Sole | 2020-11-10 | |
| 2020-03-31 | $428,039 | 9,393 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||