Position in BX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,987,637
+$452,249 QoQ
Shares Held
50,885
+5.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#477
of 2,112 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Derivatives in BX
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$609,447
PutShares
5,300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Jun 30, 2026HB Wealth Management, LLC holds $162,318,024 across 50 Asset Management names. BX ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
870,719 | $98,992,043 | |
| 2 | BLK |
BlackRock, Inc.
|
8,826 | $8,486,728 | |
| 3 | KKR |
KKR & Co. Inc.
|
78,983 | $7,249,059 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
156,576 | $6,668,571 | |
| 5 | BX |
Blackstone Inc.
This page
|
50,885 | $5,987,637 | |
| 6 | KBDC |
Kayne Anderson BDC, Inc.
|
280,189 | $3,790,957 | |
| 7 | OBDC |
Blue Owl Capital Corp
|
335,367 | $3,645,439 | |
| 8 | AMP |
Ameriprise Financial Inc
|
6,464 | $2,965,424 |
All Filings in BX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,987,637 | 50,885 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,535,388 | 48,138 | Shares | Sole | 2026-04-27 | |
| 2026-03-31 | $609,447 | 5,300 | Put | Sole | 2026-04-27 | |
| 2025-12-31 | $8,014,201 | 51,993 | Shares | Sole | 2026-01-28 | |
| 2025-12-31 | $816,942 | 5,300 | Put | Sole | 2026-01-28 | |
| 2025-09-30 | $905,505 | 5,300 | Put | Sole | 2025-10-23 | |
| 2025-09-30 | $8,131,947 | 47,597 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $6,146,840 | 41,094 | Shares | Sole | 2025-07-17 | |
| 2025-06-30 | $792,774 | 5,300 | Put | Sole | 2025-07-17 | |
| 2025-03-31 | $740,834 | 5,300 | Put | Sole | 2025-05-07 | |
| 2025-03-31 | $5,313,037 | 38,010 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,421,883 | 25,646 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,972,039 | 25,939 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,043,870 | 24,587 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,083,779 | 23,474 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,949,496 | 22,529 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,342,508 | 21,864 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,045,711 | 22,004 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,732,995 | 19,729 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,471,632 | 19,836 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $728,190 | 8,700 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,556,839 | 17,065 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,973,917 | 15,550 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $947,522 | 7,323 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||