Position in BX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,751,194
+$1,123,725 QoQ
Shares Held
82,869
+10.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#369
of 2,112 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Arkadios Wealth Advisors holds $87,428,591 across 57 Asset Management names. BX ranks #2 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
61,426 | $10,417,848 | |
| 2 | BX |
Blackstone Inc.
This page
|
82,869 | $9,751,194 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
188,371 | $7,578,165 | |
| 4 | BPRE |
Bluerock Private Real Estate Fund
|
503,296 | $6,547,880 | |
| 5 | BLK |
BlackRock, Inc.
|
6,423 | $6,176,099 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
479,388 | $5,210,947 | |
| 7 | BXSL |
Blackstone Secured Lending Fund
|
143,326 | $3,398,259 | |
| 8 | ARCC |
Ares Capital Corp
|
165,718 | $3,070,753 |
All Filings in BX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,751,194 | 82,869 | Shares | Sole | 2026-08-10 | |
| 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. | ||||||