Position in BX
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$1,495,674
-$523,560 QoQ
Shares Held
13,007
-0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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)
Position in Asset Management
Financial Services · as of Mar 31, 2026Accel Wealth Management holds $19,402,060 across 19 Asset Management names. BX ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PTY |
Pimco Corporate & Income Opportunity Fund
|
504,396 | $6,083,015 | |
| 2 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
82,631 | $2,028,591 | |
| 3 | GAB |
Gabelli Equity Trust Inc
|
343,642 | $1,924,395 | |
| 4 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
73,092 | $1,891,620 | |
| 5 | BX |
Blackstone Inc.
This page
|
13,007 | $1,495,674 | |
| 6 | RVT |
Royce Small-Cap Trust, Inc.
|
77,074 | $1,279,428 | |
| 7 | ARCC |
Ares Capital Corp
|
54,710 | $985,874 | |
| 8 | AMP |
Ameriprise Financial Inc
|
1,447 | $643,046 |
All Filings in BX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,495,674 | 13,007 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,019,234 | 13,100 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,286,485 | 13,383 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,043,412 | 13,661 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,939,167 | 13,873 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,383,361 | 13,823 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,118,247 | 13,833 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,753,998 | 14,168 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,872,153 | 14,251 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,634,667 | 12,486 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,333,893 | 12,450 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,174,397 | 12,632 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,130,237 | 12,867 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $951,560 | 12,826 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,130,954 | 13,512 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,232,790 | 13,513 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,641,968 | 12,935 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,699,408 | 13,134 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,448,782 | 12,453 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,293,904 | 13,320 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $955,996 | 12,827 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $871,305 | 13,444 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||