Position in BX
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$25,289,750
+$14,582,107 QoQ
Shares Held
219,930
+216.6% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 13.961715091165372.ToString("F0")%
Shared 0.ToString("F0")%
None 86.03828490883463.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Clearstead Advisors, LLC holds $70,915,569 across 78 Asset Management names. BX ranks #1 (35.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
219,930 | $25,289,750 | |
| 2 | ARCC |
Ares Capital Corp
|
350,765 | $6,320,785 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
150,028 | $5,316,992 | |
| 4 | BLK |
BlackRock, Inc.
|
4,435 | $4,265,183 | |
| 5 | CSQ |
Calamos Strategic Total Return Fund
|
136,253 | $2,332,651 | |
| 6 | RMT |
Royce Micro-Cap Trust, Inc.
|
203,173 | $2,297,886 | |
| 7 | KKR |
KKR & Co. Inc.
|
24,530 | $2,269,025 | |
| 8 | BAM |
Brookfield Asset Management Ltd.
|
45,427 | $2,019,230 |
All Filings in BX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,289,750 | 219,930 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,707,643 | 69,467 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $11,886,547 | 69,573 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $10,013,932 | 66,947 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $9,117,150 | 65,225 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,387,996 | 66,048 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $10,830,119 | 70,725 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,362,566 | 67,549 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,494,550 | 41,825 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,251,463 | 40,112 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,461,095 | 41,638 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,967,122 | 42,671 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,760,752 | 20,045 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,405,306 | 18,942 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,623,026 | 19,391 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,600,812 | 17,547 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,053,127 | 16,174 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,843,031 | 14,244 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,638,416 | 14,083 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,340,532 | 13,800 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,031,197 | 13,836 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $881,156 | 13,596 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $638,928 | 12,240 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $688,985 | 12,160 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $368,661 | 8,090 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||