Position in BX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$598,982
-$161,082 QoQ
Shares Held
5,209
+5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Visionary Wealth Advisors holds $10,549,854 across 16 Asset Management names. BX ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
332,204 | $4,743,873 | |
| 2 | APO |
Apollo Global Management, Inc.
|
6,940 | $773,254 | |
| 3 | KKR |
KKR & Co. Inc.
|
6,946 | $642,505 | |
| 4 | BX |
Blackstone Inc.
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|
5,209 | $598,982 | |
| 5 | EMF |
Templeton Emerging Markets Fund
|
34,111 | $596,601 | |
| 6 | UTG |
Reaves Utility Income Fund
|
13,333 | $523,720 | |
| 7 | RJF |
Raymond James Financial Inc
|
3,227 | $467,237 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
31,829 | $352,028 |
All Filings in BX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $598,982 | 5,209 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $760,064 | 4,931 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $916,610 | 5,365 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $768,691 | 5,139 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $662,277 | 4,738 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $808,477 | 4,689 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $815,723 | 5,327 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $652,673 | 5,272 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $691,925 | 5,267 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $715,085 | 5,462 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $604,698 | 5,644 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $535,042 | 5,755 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $535,736 | 6,099 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $445,065 | 5,999 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $491,402 | 5,871 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $517,000 | 5,667 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $724,827 | 5,710 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $692,495 | 5,352 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $614,624 | 5,283 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $638,598 | 6,574 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $545,857 | 7,324 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $448,355 | 6,918 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $281,880 | 5,400 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $292,252 | 5,158 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $228,351 | 5,011 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||