Position in BX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$7,494,284
+$876,380 QoQ
Shares Held
63,689
+10.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#420
of 2,112 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Derivatives in BX
reported options exposure · as of Jun 30, 2026CallValue
$11,767
CallShares
100
PutValue
$11,767
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 Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $38,037,017 across 37 Asset Management names. BX ranks #1 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
63,689 | $7,494,284 | |
| 2 | OWL |
Blue Owl Capital Inc.
|
540,535 | $4,729,681 | |
| 3 | OTF |
Blue Owl Technology Finance Corp.
|
217,264 | $2,248,682 | |
| 4 | FSK |
FS KKR Capital Corp
|
201,020 | $2,110,710 | |
| 5 | BLK |
BlackRock, Inc.
|
2,153 | $2,070,238 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
68,394 | $1,621,621 | |
| 7 | STT |
State Street Corp
|
8,456 | $1,434,137 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
126,678 | $1,376,989 |
All Filings in BX
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,767 | 100 | Call | Sole | 2026-07-30 | |
| 2026-06-30 | $7,494,284 | 63,689 | Shares | Sole | 2026-07-30 | |
| 2026-06-30 | $11,767 | 100 | Put | Sole | 2026-07-30 | |
| 2026-03-31 | $6,617,904 | 57,552 | Shares | Sole | 2026-05-01 | |
| 2026-03-31 | $120 | 100 | Put | Sole | 2026-05-01 | |
| 2026-03-31 | $120 | 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. | ||||||