Position in BX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$396,900
+$377,927 QoQ
Shares Held
3,373
+1944.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,436
of 2,112 holders
Holding Since
Dec 2022
15 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, 2026Worth Financial Advisory Group, LLC holds $797,870 across 2 Asset Management names. BX ranks #2 (49.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
417 | $400,970 | |
| 2 | BX |
Blackstone Inc.
This page
|
3,373 | $396,900 |
All Filings in BX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,900 | 3,373 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $18,973 | 165 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $550,433 | 3,571 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $606,346 | 3,549 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $522,034 | 3,490 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $484,477 | 3,466 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $995,897 | 5,776 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $888,919 | 5,805 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $664,434 | 5,367 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $670,643 | 5,105 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $589,009 | 4,499 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $498,201 | 4,650 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $398,190 | 4,283 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $335,988 | 3,825 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $273,612 | 3,688 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||