Position in BX
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$586,908
-$288,144 QoQ
Shares Held
5,104
-10.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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, 2026Cassaday & Co Wealth Management LLC holds $5,054,418 across 43 Asset Management names. BX ranks #2 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GAIN |
Gladstone Investment Corporation\De
|
79,000 | $1,121,800 | |
| 2 | BX |
Blackstone Inc.
This page
|
5,104 | $586,908 | |
| 3 | KKR |
KKR & Co. Inc.
|
5,781 | $534,742 | |
| 4 | CG |
Carlyle Group Inc.
|
8,363 | $404,685 | |
| 5 | APO |
Apollo Global Management, Inc.
|
3,575 | $398,326 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
9,396 | $380,256 | |
| 7 | BXSL |
Blackstone Secured Lending Fund
|
14,613 | $346,181 | |
| 8 | SEIC |
Sei Investments Co
|
1,524 | $119,588 |
All Filings in BX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $586,908 | 5,104 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $875,052 | 5,677 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $981,533 | 5,745 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $858,738 | 5,741 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $650,536 | 4,654 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $641,057 | 3,718 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $583,425 | 3,810 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $481,458 | 3,889 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $485,543 | 3,696 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $401,793 | 3,069 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $323,134 | 3,016 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $277,887 | 2,989 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $261,236 | 2,974 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $219,602 | 2,960 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||