BankPlus Wealth Management LLC

Position in BX — Blackstone Inc.

CIK 2051117 JACKSON, MS

Position in BX

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$453,500

+$37,122 QoQ

Shares Held

3,854

+6.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#1,378

of 2,106 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BankPlus Wealth Management LLC holds $1,374,618 across 4 Asset Management names. BX ranks #1 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc. This page	3,854	$453,500
2	ARCC	Ares Capital Corp	23,335	$432,397
3	BLK	BlackRock, Inc.	419	$402,893
4	JPC	Nuveen Preferred & Income Opportunities Fund	10,892	$85,828

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$453,500	3,854	+6.4%	Shares	Sole	2026-07-20
2026-03-31	$416,378	3,621	+1.6%	Shares	Sole	2026-04-22
2025-12-31	$549,509	3,565	+1.4%	Shares	Sole	2026-02-04
2025-09-30	$600,537	3,515	+5.9%	Shares	Sole	2025-10-30
2025-06-30	$496,456	3,319	+3.1%	Shares	Sole	2025-07-16
2025-03-31	$449,951	3,219	+1.7%	Shares	Sole	2025-04-25
2024-12-31	$545,709	3,165	—	Shares	Sole	2025-01-22
No filing history on record for this holder in this stock.