Position in BX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$311,237
+$93,446 QoQ
Shares Held
2,645
+39.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,576
of 2,112 holders
Holding Since
Sep 2025
4 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, 2026Balance Wealth, LLC holds $311,237 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
|
2,645 | $311,237 |
All Filings in BX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,237 | 2,645 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $217,791 | 1,894 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $231,826 | 1,504 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $203,824 | 1,193 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||