Position in BX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$6,285,107
-$94,883 QoQ
Shares Held
53,413
-3.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#186
of 1,211 holders
Holding Since
Jun 2020
25 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, 2026Blue Zone Wealth Advisors, LLC holds $28,351,274 across 5 Asset Management names. BX ranks #3 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
257,967 | $10,986,814 | |
| 2 | BAM |
Brookfield Asset Management Ltd.
|
189,447 | $8,496,697 | |
| 3 | BX |
Blackstone Inc.
This page
|
53,413 | $6,285,107 | |
| 4 | BLW |
BLACKROCK Ltd DURATION INCOME TRUST
|
162,935 | $2,035,058 | |
| 5 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
|
43,703 | $547,598 |
All Filings in BX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,285,107 | 53,413 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $6,379,990 | 55,483 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $8,548,141 | 55,457 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $9,242,814 | 54,099 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $8,084,051 | 54,045 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $5,678,003 | 40,621 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $6,083,494 | 35,283 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $5,490,169 | 35,853 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $4,402,204 | 35,559 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $4,041,598 | 30,765 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $4,432,820 | 33,859 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,641,688 | 33,990 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,261,201 | 35,078 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $3,085,643 | 35,128 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,701,851 | 36,418 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $3,048,186 | 36,418 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $3,819,435 | 41,866 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $6,945,775 | 54,717 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $7,707,244 | 59,566 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $6,958,179 | 59,809 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $5,896,106 | 60,697 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,535,001 | 60,848 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $3,993,786 | 61,623 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $3,203,409 | 61,368 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $3,769,759 | 66,533 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||