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
0.22%
of 13F equity value
Holder Rank
#985
of 2,076 holders
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, 2026Tradition Wealth Management, LLC holds $15,372,468 across 19 Asset Management names. BX ranks #6 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTG |
Reaves Utility Income Fund
|
94,789 | $3,859,808 | |
| 2 | OBDC |
Blue Owl Capital Corp
|
163,876 | $1,781,332 | |
| 3 | PDI |
PIMCO Dynamic Income Fund
|
95,446 | $1,593,948 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
30,524 | $1,227,980 | |
| 5 | PSLV |
Sprott Physical Silver Trust
|
61,227 | $1,155,353 | |
| 6 | BX |
Blackstone Inc.
This page
|
9,682 | $1,139,280 | |
| 7 | MAIN |
Main Street Capital CORP
|
13,036 | $676,307 | |
| 8 | KKR |
KKR & Co. Inc.
|
7,215 | $662,192 |
All Filings in BX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,139,280 | 9,682 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,020,651 | 8,876 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,293,080 | 8,389 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,403,532 | 8,215 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,333,505 | 8,915 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,264,170 | 9,044 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,545,917 | 8,966 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,404,661 | 9,173 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,106,648 | 8,939 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,216,617 | 9,261 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,208,653 | 9,232 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,027,579 | 9,591 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $862,947 | 9,282 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $857,845 | 9,766 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $707,253 | 9,533 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $711,784 | 8,504 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $770,802 | 8,449 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $917,649 | 7,229 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $838,835 | 6,483 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $662,905 | 5,698 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $554,280 | 5,706 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $415,281 | 5,572 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $332,410 | 5,129 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||