Position in BX
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$4,512,782
+$3,974,680 QoQ
Shares Held
39,245
+1024.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026AssuredPartners Investment Advisors, LLC holds $9,168,001 across 7 Asset Management names. BX ranks #1 (49.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
39,245 | $4,512,782 | |
| 2 | BLK |
BlackRock, Inc.
|
2,728 | $2,623,544 | |
| 3 | PFG |
Principal Financial Group Inc
|
13,536 | $1,219,728 | |
| 4 | ARCC |
Ares Capital Corp
|
22,541 | $406,188 | |
| 5 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
13,150 | $189,623 | |
| 6 | WT |
WisdomTree, Inc.
|
10,334 | $150,463 | |
| 7 | OIA |
Invesco Municipal Income Opportunities Trust
|
10,696 | $65,673 |
All Filings in BX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,512,782 | 39,245 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $538,102 | 3,491 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $562,438 | 3,292 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $491,968 | 3,289 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $460,155 | 3,292 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $566,572 | 3,286 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||