Position in BX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,637,260
+$39,014 QoQ
Shares Held
13,914
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#275
of 840 holders
Holding Since
Dec 2022
15 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 Jun 30, 2026Lodestone Wealth Management LLC holds $2,015,612 across 18 Asset Management names. BX ranks #1 (81.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
13,914 | $1,637,260 | |
| 2 | BLK |
BlackRock, Inc.
|
96 | $92,309 | |
| 3 | KKR |
KKR & Co. Inc.
|
884 | $81,133 | |
| 4 | AMP |
Ameriprise Financial Inc
|
111 | $50,922 | |
| 5 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
2,000 | $29,080 | |
| 6 | JHG |
Janus Henderson Group Ltd.
|
457 | $23,741 | |
| 7 | RQI |
Cohen & Steers Quality Income Realty Fund Inc
|
1,928 | $23,733 | |
| 8 | CION |
CION Investment Corp
|
3,688 | $22,976 |
All Filings in BX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,637,260 | 13,914 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,598,246 | 13,899 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,085,205 | 13,528 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,264,104 | 13,252 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,962,639 | 13,121 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,796,173 | 12,850 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,222,321 | 12,889 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,968,945 | 12,858 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,675,756 | 13,536 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,775,465 | 13,515 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,789,414 | 13,668 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,512,709 | 14,119 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,318,500 | 14,182 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,239,510 | 14,111 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,044,150 | 14,074 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||