Position in BX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$33,391,098
+$2,643,922 QoQ
Shares Held
283,769
+6.1% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#163
of 2,112 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $468,927,536 across 230 Asset Management names. BX ranks #3 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
1,980,953 | $59,765,352 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
1,891,228 | $35,687,472 | |
| 3 | BX |
Blackstone Inc.
This page
|
283,769 | $33,391,098 | |
| 4 | BLK |
BlackRock, Inc.
|
34,123 | $32,811,311 | |
| 5 | FHI |
Federated Hermes, Inc.
|
472,377 | $26,084,657 | |
| 6 | KKR |
KKR & Co. Inc.
|
125,386 | $11,507,927 | |
| 7 | ARCC |
Ares Capital Corp
|
520,151 | $9,638,398 | |
| 8 | CEF |
Sprott Physical Gold & Silver Trust
|
187,775 | $7,554,188 |
All Filings in BX
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,391,098 | 283,769 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $30,747,176 | 267,390 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $34,525,972 | 223,991 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $28,545,618 | 167,080 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,738,346 | 158,700 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $19,749,376 | 141,289 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $26,809,758 | 155,491 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $27,759,406 | 181,280 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $24,189,034 | 195,388 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $20,659,508 | 157,262 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $18,545,079 | 141,652 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,217,478 | 132,700 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $14,270,895 | 153,500 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $12,773,780 | 145,421 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $12,159,147 | 163,892 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $13,317,590 | 159,111 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $11,937,263 | 130,848 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $17,078,253 | 134,538 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $16,946,725 | 130,974 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $22,051,316 | 189,542 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $15,268,659 | 157,182 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $11,512,500 | 154,468 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $13,828,056 | 213,363 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $5,115,704 | 98,002 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||