Position in BX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$246,193
+$223,675 QoQ
Shares Held
2,141
+1144.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
6 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 Mar 31, 2026Resurgent Financial Advisors LLC holds $2,821,780 across 10 Asset Management names. BX ranks #5 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PDI |
PIMCO Dynamic Income Fund
|
44,409 | $759,837 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
10,000 | $354,400 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
7,080 | $337,857 | |
| 4 | UTG |
Reaves Utility Income Fund
|
8,393 | $329,677 | |
| 5 | BX |
Blackstone Inc.
This page
|
2,141 | $246,193 | |
| 6 | PFG |
Principal Financial Group Inc
|
2,414 | $217,525 | |
| 7 | FSK |
FS KKR Capital Corp
|
21,362 | $217,465 | |
| 8 | EVG |
Eaton Vance Short Duration Diversified Income Fund
|
12,149 | $129,872 |
All Filings in BX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $246,193 | 2,141 | Shares | Sole | 2026-05-13 | |
| 2023-12-31 | $22,518 | 172 | Shares | Sole | 2024-02-09 | |
| 2022-12-31 | $400,774 | 5,402 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $277,716 | 3,318 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $292,939 | 3,211 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $400,876 | 3,158 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||