Position in BX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$15,228,851
+$430,098 QoQ
Shares Held
129,420
+0.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
7.48%
of 13F equity value
Holder Rank
#283
of 2,121 holders
Holding Since
Dec 2021
19 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, 2026Amplius Wealth Advisors, LLC holds $31,024,894 across 10 Asset Management names. BX ranks #1 (49.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
129,420 | $15,228,851 | |
| 2 | AMG |
Affiliated Managers Group, Inc.
|
21,766 | $7,365,614 | |
| 3 | BXSL |
Blackstone Secured Lending Fund
|
146,335 | $3,469,602 | |
| 4 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
100,344 | $2,282,826 | |
| 5 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
83,925 | $1,080,954 | |
| 6 | BCAT |
BlackRock Capital Allocation Term Trust
|
35,290 | $562,169 | |
| 7 | BSTZ |
BlackRock Science & Technology Term Trust
|
14,525 | $436,185 | |
| 8 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
32,185 | $315,734 |
All Filings in BX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,228,851 | 129,420 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $14,798,753 | 128,696 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $19,548,959 | 126,826 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $21,496,517 | 125,821 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $19,227,162 | 128,541 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $17,818,036 | 127,472 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $22,052,862 | 127,902 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $19,740,600 | 128,914 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $15,789,080 | 127,537 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $16,752,433 | 127,521 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $16,741,656 | 127,877 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $13,808,096 | 128,879 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $12,836,088 | 138,067 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $13,676,600 | 155,699 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $11,581,059 | 156,100 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $11,141,474 | 133,112 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $11,336,057 | 124,258 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $15,773,310 | 124,258 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $16,077,742 | 124,258 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||