Position in BX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,502,840
-$336,953 QoQ
Shares Held
21,270
-13.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.29%
of 13F equity value
Holder Rank
#716
of 2,112 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Derivatives in BX
reported options exposure · as of Sep 30, 2021CallValue
$3,000
CallShares
1,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Jun 30, 2026Kaizen Financial Strategies holds $6,350,088 across 7 Asset Management names. BX ranks #1 (39.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
21,270 | $2,502,840 | |
| 2 | TEI |
Templeton Emerging Markets Income Fund
|
178,005 | $1,199,753 | |
| 3 | EDD |
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
|
118,616 | $697,462 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
38,225 | $638,357 | |
| 5 | AWF |
Alliancebernstein Global High Income Fund Inc
|
53,431 | $550,339 | |
| 6 | VCTR |
Victory Capital Holdings, Inc.
|
6,060 | $509,403 | |
| 7 | OCSL |
Oaktree Specialty Lending Corp
|
21,100 | $251,934 |
All Filings in BX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,502,840 | 21,270 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,839,793 | 24,696 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,181,355 | 27,127 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,597,231 | 26,908 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,478,425 | 29,940 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,061,447 | 29,056 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $4,961,730 | 28,777 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,774,746 | 31,181 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,986,112 | 32,198 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $4,152,342 | 31,608 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,887,276 | 29,692 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $3,271,412 | 30,534 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,811,970 | 30,246 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,517,406 | 28,659 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,107,737 | 28,410 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,304,344 | 27,531 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $2,263,233 | 24,808 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $3,059,254 | 24,100 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,261,219 | 17,476 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,855,972 | 15,953 | Shares | Sole | 2021-11-12 | |
| 2021-09-30 | $3,000 | 1,500 | Call | Sole | 2021-11-12 | |
| 2021-03-31 | $853,368 | 11,450 | Shares | Sole | 2021-05-28 | |
| 2021-03-31 | $3,000 | 1,000 | Call | Sole | 2021-05-28 | |
| 2020-12-31 | $1,294,190 | 19,969 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||