Position in BX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,719,864
-$61,101 QoQ
Shares Held
14,616
-5.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#852
of 2,112 holders
Holding Since
Jun 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, 2026Accurate Wealth Management, LLC holds $7,459,645 across 12 Asset Management names. BX ranks #2 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,935 | $1,860,618 | |
| 2 | BX |
Blackstone Inc.
This page
|
14,616 | $1,719,864 | |
| 3 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
61,430 | $791,218 | |
| 4 | DNP |
Dnp Select Income Fund Inc
|
58,549 | $631,743 | |
| 5 | NCDL |
Nuveen Churchill Direct Lending Corp.
|
43,862 | $544,766 | |
| 6 | TROW |
Price T Rowe Group Inc
|
4,316 | $490,686 | |
| 7 | BXSL |
Blackstone Secured Lending Fund
|
11,891 | $281,935 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
25,578 | $278,032 |
All Filings in BX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,719,864 | 14,616 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,780,965 | 15,488 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $964,762 | 6,259 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,075,500 | 6,295 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,053,342 | 7,042 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $911,645 | 6,522 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,118,833 | 6,489 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $767,334 | 5,011 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $626,799 | 5,063 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $648,705 | 4,938 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $592,413 | 4,525 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $481,808 | 4,497 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $401,444 | 4,318 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $406,084 | 4,623 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $331,777 | 4,472 | Shares | Sole | 2023-01-11 | |
| 2022-06-30 | $256,356 | 2,810 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $414,459 | 3,265 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $338,354 | 2,615 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $304,229 | 2,615 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $263,735 | 2,715 | Shares | Sole | 2021-08-25 | |
| No filing history on record for this holder in this stock. | ||||||