Position in BX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$200,627
+$26,993 QoQ
Shares Held
1,705
+12.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,798
of 2,106 holders
Holding Since
Mar 2025
5 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, 2026TWIN PEAKS WEALTH ADVISORS, LLC holds $482,731 across 2 Asset Management names. BX ranks #2 (41.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SDHY |
PGIM Short Duration High Yield Opportunities Fund
|
17,212 | $282,104 | |
| 2 | BX |
Blackstone Inc.
This page
|
1,705 | $200,627 |
All Filings in BX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,627 | 1,705 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $173,634 | 1,510 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $304,454 | 1,782 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $281,359 | 1,881 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $210,788 | 1,508 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||