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Equibles

Modern Wealth Management, LLC

Position in BX — Blackstone Inc.

CIK 2001900 KANSAS CITY, MO
Back to BX Full portfolio

Position in BX

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$2,058,398
+$224,655 QoQ
Shares Held
17,493
+9.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 2% Shared 0% None 98%

Common Shares in BX Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Modern Wealth Management, LLC holds $236,025,394 across 47 Asset Management names. BX ranks #8 (0.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 1,000,622 $128,631,064
2 STT
State Street Corp
 639,572 $34,648,762
3 RMT
Royce Micro-Cap Trust, Inc.
 944,413 $13,826,206
4 BEN
Franklin Templeton Inc
 391,006 $13,008,767
5 BPRE
Bluerock Private Real Estate Fund
 866,621 $11,274,738
6 RVT
Royce Small-Cap Trust, Inc.
 480,230 $8,869,848
7 FSK
FS KKR Capital Corp
 308,991 $3,244,405
8 BX
Blackstone Inc.
This page 		17,493 $2,058,398

All Filings in BX

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,058,398 17,493
2026-03-31 $1,833,743 15,947
2025-12-31 $1,961,582 12,726
2025-09-30 $2,326,805 13,619
2025-06-30 $1,889,941 12,635
2025-03-31 $1,822,030 13,035
2024-12-31 $2,177,835 12,631
2024-09-30 $1,916,419 12,515
2024-06-30 $1,509,244 12,191
2024-03-31 $981,988 7,475