Position in BX
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$970,515
-$543,139 QoQ
Shares Held
8,440
-14.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026FRG Family Wealth Advisors LLC holds $4,427,862 across 2 Asset Management names. BX ranks #2 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,595 | $3,457,347 | |
| 2 | BX |
Blackstone Inc.
This page
|
8,440 | $970,515 |
All Filings in BX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $970,515 | 8,440 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,513,654 | 9,820 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,677,234 | 9,817 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,468,127 | 9,815 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,371,661 | 9,813 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,691,440 | 9,810 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,501,899 | 9,808 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,214,230 | 9,808 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,287,951 | 9,804 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,283,277 | 9,802 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,071,400 | 10,000 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $929,421 | 9,997 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $877,960 | 9,995 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $741,306 | 9,992 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $836,079 | 9,989 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $910,931 | 9,985 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,156,042 | 9,107 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,157,781 | 8,948 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,078,588 | 9,271 | Shares | Sole | 2022-03-02 | |
| 2021-06-30 | $900,487 | 9,270 | Shares | Sole | 2022-03-02 | |
| 2021-03-31 | $690,669 | 9,267 | Shares | Sole | 2022-03-02 | |
| 2020-12-31 | $600,335 | 9,263 | Shares | Sole | 2022-03-02 | |
| 2020-09-30 | $483,424 | 9,261 | Shares | Sole | 2022-03-02 | |
| 2020-06-30 | $524,614 | 9,259 | Shares | Sole | 2022-03-02 | |
| 2020-03-31 | $421,841 | 9,257 | Shares | Sole | 2022-03-02 | |
| No filing history on record for this holder in this stock. | ||||||