Position in BX
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$30,747,176
-$3,778,796 QoQ
Shares Held
267,390
+19.4% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Kestra Advisory Services, LLC holds $436,988,658 across 216 Asset Management names. BX ranks #3 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
1,347,193 | $47,744,519 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
1,665,146 | $40,612,910 | |
| 3 | BX |
Blackstone Inc.
This page
|
267,390 | $30,747,176 | |
| 4 | FHI |
Federated Hermes, Inc.
|
485,727 | $27,545,578 | |
| 5 | BLK |
BlackRock, Inc.
|
20,986 | $20,182,446 | |
| 6 | KKR |
KKR & Co. Inc.
|
130,447 | $12,066,347 | |
| 7 | CEF |
Sprott Physical Gold & Silver Trust
|
213,694 | $10,197,477 | |
| 8 | FSK |
FS KKR Capital Corp
|
780,656 | $7,947,078 |
All Filings in BX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||