Position in BX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,294
-$247 QoQ
Shares Held
11
+10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,093
of 2,112 holders
Holding Since
Jun 2024
7 quarters on record
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Financial Network Wealth Advisors LLC holds $210,465 across 20 Asset Management names. BX ranks #18 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAIN |
Main Street Capital CORP
|
728 | $37,768 | |
| 2 | AMP |
Ameriprise Financial Inc
|
58 | $26,608 | |
| 3 | SEIC |
Sei Investments Co
|
300 | $26,313 | |
| 4 | ARES |
Ares Management Corp
|
193 | $21,482 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
399 | $16,993 | |
| 6 | PFG |
Principal Financial Group Inc
|
100 | $10,778 | |
| 7 | CSQ |
Calamos Strategic Total Return Fund
|
520 | $10,691 | |
| 8 | PFLT |
PennantPark Floating Rate Capital Ltd.
|
1,426 | $10,666 |
All Filings in BX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,294 | 11 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $1,541 | 10 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,708 | 10 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,495 | 10 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,397 | 10 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $1,225 | 8 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $247 | 2 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||