Position in BX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$464,561
-$45,994 QoQ
Shares Held
3,948
-11.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#276
of 480 holders
Holding Since
Sep 2021
20 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, 2026San Luis Wealth Advisors LLC holds $3,806,399 across 8 Asset Management names. BX ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEN |
Franklin Resources Inc
|
34,549 | $1,149,445 | |
| 2 | ARES |
Ares Management Corp
|
8,761 | $975,186 | |
| 3 | BX |
Blackstone Inc.
This page
|
3,948 | $464,561 | |
| 4 | CSQ |
Calamos Strategic Total Return Fund
|
18,649 | $383,423 | |
| 5 | BLK |
BlackRock, Inc.
|
334 | $321,161 | |
| 6 | CHI |
Calamos Convertible Opportunities & Income Fund
|
13,555 | $182,179 | |
| 7 | CHW |
Calamos Global Dynamic Income Fund
|
18,944 | $168,791 | |
| 8 | BCX |
BlackRock Resources & Commodities Strategy Trust
|
14,293 | $161,653 |
All Filings in BX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $464,561 | 3,948 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $510,555 | 4,440 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,456,160 | 9,447 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,325,966 | 7,761 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $1,111,379 | 7,430 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $450,510 | 3,223 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $631,746 | 3,664 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,093,501 | 7,141 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $575,793 | 4,651 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $597,864 | 4,551 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $603,541 | 4,610 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $538,807 | 5,029 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $423,757 | 4,558 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $400,374 | 4,558 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $334,374 | 4,507 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $345,346 | 4,126 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $251,247 | 2,754 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $349,592 | 2,754 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $356,340 | 2,754 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $320,400 | 2,754 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||