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Equibles

Tradition Wealth Management, LLC

Position in BX — Blackstone Inc.

CIK 1843010 EDINA, MN
Back to BX Full portfolio

Position in BX

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$1,139,280
+$118,629 QoQ
Shares Held
9,682
+9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
23 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, 2026

Tradition Wealth Management, LLC holds $38,555,999 across 21 Asset Management names. BX ranks #8 (3.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 140,848 $21,766,512
2 UTG
Reaves Utility Income Fund
 94,789 $3,859,808
3 OBDC
Blue Owl Capital Corp
 163,876 $1,781,332
4 PDI
PIMCO Dynamic Income Fund
 95,446 $1,593,948
5 STT
State Street Corp
 26,432 $1,417,019
6 CEF
Sprott Physical Gold & Silver Trust
 30,524 $1,227,980
7 PSLV
Sprott Physical Silver Trust
 61,227 $1,155,353
8 BX
Blackstone Inc.
This page 		9,682 $1,139,280

All Filings in BX

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,139,280 9,682
2026-03-31 $1,020,651 8,876
2025-12-31 $1,293,080 8,389
2025-09-30 $1,403,532 8,215
2025-06-30 $1,333,505 8,915
2025-03-31 $1,264,170 9,044
2024-12-31 $1,545,917 8,966
2024-09-30 $1,404,661 9,173
2024-06-30 $1,106,648 8,939
2024-03-31 $1,216,617 9,261
2023-12-31 $1,208,653 9,232
2023-09-30 $1,027,579 9,591
2023-06-30 $862,947 9,282
2023-03-31 $857,845 9,766
2022-12-31 $707,253 9,533
2022-09-30 $711,784 8,504
2022-06-30 $770,802 8,449
2022-03-31 $917,649 7,229
2021-12-31 $838,835 6,483
2021-09-30 $662,905 5,698
2021-06-30 $554,280 5,706
2021-03-31 $415,281 5,572
2020-12-31 $332,410 5,129