Position in BX
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$6,617,904
+$2,350,384 QoQ
Shares Held
57,552
+107.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.2762718932443703.ToString("F0")%
Shared 0.ToString("F0")%
None 99.72372810675563.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Derivatives in BX
reported options exposure · as of Mar 31, 2026CallValue
$11,499
CallShares
100
PutValue
$11,499
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Mar 31, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $35,937,654 across 34 Asset Management names. BX ranks #1 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
57,552 | $6,617,904 | |
| 2 | OWL |
Blue Owl Capital Inc.
|
456,458 | $4,167,461 | |
| 3 | FSK |
FS KKR Capital Corp
|
200,812 | $2,044,266 | |
| 4 | OTF |
Blue Owl Technology Finance Corp.
|
155,697 | $1,929,085 | |
| 5 | BLK |
BlackRock, Inc.
|
1,699 | $1,633,945 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
65,580 | $1,553,590 | |
| 7 | MSIF |
Msc Income Fund, Inc.
|
114,384 | $1,393,197 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
118,420 | $1,309,725 |
All Filings in BX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,617,904 | 57,552 | Shares | Sole | 2026-05-01 | |
| 2026-03-31 | $11,499 | 100 | Put | Sole | 2026-05-01 | |
| 2026-03-31 | $11,499 | 100 | Call | Sole | 2026-05-01 | |
| 2025-12-31 | $4,267,520 | 27,686 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,658,566 | 27,267 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,917,741 | 32,877 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,025,244 | 28,797 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,852,724 | 22,345 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,013,659 | 13,150 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,458,859 | 11,784 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||