Position in BX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$377,367
+$35,042 QoQ
Shares Held
3,207
+7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,468
of 2,123 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $13,354,400 across 56 Asset Management names. BX ranks #4 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
6,457 | $6,208,792 | |
| 2 | AMP |
Ameriprise Financial Inc
|
9,686 | $4,443,549 | |
| 3 | BMEZ |
BlackRock Health Sciences Term Trust
|
44,806 | $687,772 | |
| 4 | BX |
Blackstone Inc.
This page
|
3,207 | $377,367 | |
| 5 | EOD |
Allspring Global Dividend Opportunity Fund
|
45,547 | $297,421 | |
| 6 | AWF |
Alliancebernstein Global High Income Fund Inc
|
20,870 | $214,961 | |
| 7 | APO |
Apollo Global Management, Inc.
|
1,397 | $165,279 | |
| 8 | MAIN |
Main Street Capital CORP
|
2,923 | $151,645 |
All Filings in BX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,367 | 3,207 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $342,325 | 2,977 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $410,166 | 2,661 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $488,118 | 2,857 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $397,134 | 2,655 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $370,696 | 2,652 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $456,568 | 2,648 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $405,181 | 2,646 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $327,327 | 2,644 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $346,948 | 2,641 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $345,366 | 2,638 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $293,027 | 2,735 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $303,361 | 3,263 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $286,270 | 3,259 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $241,488 | 3,255 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $272,108 | 3,251 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $247,871 | 2,717 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $344,261 | 2,712 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $350,388 | 2,708 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $314,699 | 2,705 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $216,427 | 2,228 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $911,129 | 12,225 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $791,978 | 12,220 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||