Position in BX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$10,520,286
+$2,164,078 QoQ
Shares Held
89,405
+23.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.91%
of 13F equity value
Holder Rank
#351
of 2,112 holders
Holding Since
Jun 2025
5 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, 2026Strategic Wealth Investment Group, LLC holds $10,520,286 across 1 Asset Management name. BX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
89,405 | $10,520,286 |
All Filings in BX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,520,286 | 89,405 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $8,356,208 | 72,669 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $9,721,609 | 63,070 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $13,624,262 | 79,744 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,794 | 12 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||