Position in BX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$686,251
+$69,790 QoQ
Shares Held
5,832
+8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,191
of 2,104 holders
Holding Since
Mar 2021
15 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $5,935,567 across 10 Asset Management names. BX ranks #3 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
10,603 | $1,254,440 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
43,227 | $815,693 | |
| 3 | BX |
Blackstone Inc.
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|
5,832 | $686,251 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
15,957 | $679,608 | |
| 5 | AMP |
Ameriprise Financial Inc
|
1,202 | $551,429 | |
| 6 | SEIC |
Sei Investments Co
|
6,053 | $530,908 | |
| 7 | KKR |
KKR & Co. Inc.
|
5,692 | $522,411 | |
| 8 | BLK |
BlackRock, Inc.
|
392 | $376,931 |
All Filings in BX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $686,251 | 5,832 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $616,461 | 5,361 | Shares | Sole | 2026-04-10 | |
| 2024-03-31 | $242,903 | 1,849 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $243,642 | 1,861 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $296,670 | 2,769 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,017,649 | 10,946 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,016,220 | 11,569 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $734,184 | 9,896 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,446,503 | 17,282 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,645,697 | 18,039 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,504,272 | 19,728 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,785,970 | 13,803 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,787,796 | 15,367 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,336,646 | 13,760 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $977,013 | 13,109 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||