Position in BX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,740,651
-$174,460 QoQ
Shares Held
23,291
-8.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#686
of 2,112 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $27,056,715 across 112 Asset Management names. BX ranks #2 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
115,599 | $3,199,780 | |
| 2 | BX |
Blackstone Inc.
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|
23,291 | $2,740,651 | |
| 3 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
228,623 | $2,684,034 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
59,199 | $2,381,575 | |
| 5 | ARCC |
Ares Capital Corp
|
79,181 | $1,467,223 | |
| 6 | BLK |
BlackRock, Inc.
|
1,414 | $1,359,645 | |
| 7 | BXSL |
Blackstone Secured Lending Fund
|
54,621 | $1,295,063 | |
| 8 | KKR |
KKR & Co. Inc.
|
10,743 | $985,992 |
All Filings in BX
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,740,651 | 23,291 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,915,111 | 25,351 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,120,932 | 26,735 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,916,721 | 28,778 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,251,961 | 28,426 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,491,690 | 32,134 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,330,191 | 30,914 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,747,183 | 31,001 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,635,882 | 29,369 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,092,569 | 31,153 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $4,024,873 | 30,743 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,333,018 | 31,109 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,749,308 | 29,572 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,659,268 | 30,274 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,007,284 | 27,056 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,203,988 | 26,332 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,057,363 | 44,474 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $6,748,638 | 53,164 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $9,741,514 | 75,288 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $5,066,607 | 43,550 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $4,079,394 | 41,995 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $4,835,208 | 64,876 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||