Position in BX
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$4,505,998
-$1,063,388 QoQ
Shares Held
39,186
+8.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.36%
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)
Derivatives in BX
reported options exposure · as of Jun 30, 2021CallValue
$0
CallShares
0
PutValue
$1,398,816
PutShares
14,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Mar 31, 20261776 Wealth LLC holds $9,778,088 across 10 Asset Management names. BX ranks #1 (46.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
39,186 | $4,505,998 | |
| 2 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
76,286 | $1,872,821 | |
| 3 | DFP |
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
|
52,038 | $1,044,402 | |
| 4 | ETG |
Eaton Vance Tax-Advantaged Global Dividend Income Fund
|
32,103 | $645,912 | |
| 5 | RVT |
Royce Small-Cap Trust, Inc.
|
26,783 | $444,597 | |
| 6 | AGD |
abrdn Global Dynamic Dividend Fund
|
37,890 | $409,212 | |
| 7 | RGT |
Royce Global Trust, Inc.
|
20,391 | $272,423 | |
| 8 | JRI |
Nuveen Real Asset Income & Growth Fund
|
20,756 | $255,298 |
All Filings in BX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,505,998 | 39,186 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,569,386 | 36,132 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,747,394 | 33,640 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,926,118 | 32,933 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,767,490 | 26,953 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,479,644 | 25,981 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,598,095 | 23,497 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,908,928 | 23,497 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,139,348 | 23,897 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,102,411 | 23,697 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,442,470 | 22,797 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,119,437 | 22,797 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,984,920 | 22,597 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,647,018 | 22,200 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,941,840 | 23,200 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,874,776 | 20,550 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,448,672 | 19,290 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,102,587 | 16,250 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,721,832 | 14,800 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $87,426 | 900 | Shares | Sole | 2021-08-03 | |
| 2021-06-30 | $1,398,816 | 14,400 | Put | Sole | 2021-08-03 | |
| 2021-03-31 | $1,140,309 | 15,300 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,004,555 | 15,500 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $699,480 | 13,400 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $781,908 | 13,800 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $473,928 | 10,400 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||