Position in BX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$623,651
+$14,204 QoQ
Shares Held
5,300
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.72%
of 13F equity value
Holder Rank
#1,239
of 2,112 holders
Holding Since
Dec 2024
7 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 Jun 30, 2026Trace Wealth Advisors, LLC holds $623,651 across 1 Asset Management name. BX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
5,300 | $623,651 |
All Filings in BX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $623,651 | 5,300 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $609,447 | 5,300 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $423,885 | 2,750 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $440,622 | 2,579 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $373,950 | 2,500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $349,450 | 2,500 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $431,050 | 2,500 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||