Position in BX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,833,743
-$127,839 QoQ
Shares Held
15,947
+25.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0.1693108421646705.ToString("F0")%
Shared 0.ToString("F0")%
None 99.83068915783532.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Modern Wealth Management, LLC holds $61,631,050 across 39 Asset Management names. BX ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RMT |
Royce Micro-Cap Trust, Inc.
|
1,026,680 | $11,611,750 | |
| 2 | BEN |
Franklin Resources Inc
|
411,059 | $9,709,211 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
565,792 | $9,397,804 | |
| 4 | RVT |
Royce Small-Cap Trust, Inc.
|
491,970 | $8,166,702 | |
| 5 | FSK |
FS KKR Capital Corp
|
340,091 | $3,462,126 | |
| 6 | BX |
Blackstone Inc.
This page
|
15,947 | $1,833,743 | |
| 7 | PFG |
Principal Financial Group Inc
|
16,284 | $1,467,350 | |
| 8 | NAD |
Nuveen Quality Municipal Income Fund
|
124,369 | $1,430,243 |
All Filings in BX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,833,743 | 15,947 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,961,582 | 12,726 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,326,805 | 13,619 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $1,889,941 | 12,635 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $1,822,031 | 13,035 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $2,206,976 | 12,800 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,916,421 | 12,515 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,509,245 | 12,191 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $950,724 | 7,237 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||