Position in BX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,226,356
+$818,602 QoQ
Shares Held
10,422
+193.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#971
of 2,112 holders
Holding Since
Jun 2021
21 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, 2026Marshall Financial Group, LLC holds $26,820,080 across 10 Asset Management names. BX ranks #2 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEF |
Sprott Physical Gold & Silver Trust
|
544,511 | $21,905,677 | |
| 2 | BX |
Blackstone Inc.
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|
10,422 | $1,226,356 | |
| 3 | FHI |
Federated Hermes, Inc.
|
20,483 | $1,131,071 | |
| 4 | VCTR |
Victory Capital Holdings, Inc.
|
12,357 | $1,038,729 | |
| 5 | AMP |
Ameriprise Financial Inc
|
1,793 | $822,556 | |
| 6 | SEIC |
Sei Investments Co
|
3,014 | $264,357 | |
| 7 | CLM |
Cornerstone Strategic Investment Fund, Inc.
|
20,000 | $151,200 | |
| 8 | CRF |
Cornerstone Total Return Fund Inc
|
18,065 | $129,706 |
All Filings in BX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,226,356 | 10,422 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $407,754 | 3,546 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $519,605 | 3,371 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $576,789 | 3,376 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $505,131 | 3,377 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $476,370 | 3,408 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $578,296 | 3,354 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $511,607 | 3,341 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $414,730 | 3,350 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $440,483 | 3,353 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $439,236 | 3,355 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $359,454 | 3,355 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $312,565 | 3,362 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $297,162 | 3,383 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $251,578 | 3,391 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $281,483 | 3,363 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $301,332 | 3,303 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $341,849 | 2,693 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $542,532 | 4,193 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $487,813 | 4,193 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $213,028 | 2,193 | Shares | Sole | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||