Position in BX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,165,050
-$2,432,872 QoQ
Shares Held
9,901
-68.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#988
of 2,112 holders
Holding Since
Jun 2020
25 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, 2026RMR Wealth Builders holds $8,428,161 across 17 Asset Management names. BX ranks #2 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,747 | $1,679,845 | |
| 2 | BX |
Blackstone Inc.
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|
9,901 | $1,165,050 | |
| 3 | STK |
Columbia Seligman Premium Technology Growth Fund, Inc.
|
20,648 | $1,112,307 | |
| 4 | BST |
BlackRock Science & Technology Trust
|
14,154 | $717,749 | |
| 5 | NRK |
Nuveen New York Amt-Free Quality Municipal Income Fund
|
65,445 | $701,570 | |
| 6 | MAIN |
Main Street Capital CORP
|
11,948 | $619,862 | |
| 7 | BPRE |
Bluerock Private Real Estate Fund
|
34,618 | $450,380 | |
| 8 | HTGC |
Hercules Capital, Inc.
|
26,068 | $411,092 |
All Filings in BX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,165,050 | 9,901 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,597,922 | 31,289 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,409,576 | 22,120 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,837,461 | 22,461 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,473,995 | 23,225 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,798,814 | 20,023 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,150,285 | 18,271 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,515,987 | 9,900 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,180,804 | 9,538 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,482,247 | 11,283 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,406,735 | 10,745 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,310,429 | 12,231 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,135,442 | 12,213 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,070,681 | 12,189 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $867,132 | 11,688 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $824,277 | 9,848 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $665,796 | 7,298 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,107,805 | 8,727 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $445,101 | 3,440 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,077,424 | 9,261 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $851,043 | 8,761 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $710,419 | 9,532 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $545,765 | 8,421 | Shares | Sole | 2021-02-26 | |
| 2020-09-30 | $653,074 | 12,511 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $363,813 | 6,421 | Shares | Sole | 2020-08-19 | |
| No filing history on record for this holder in this stock. | ||||||