Position in BX
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$28,704,378
+$2,743,041 QoQ
Shares Held
249,625
+48.2% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.16224271510179228.ToString("F0")%
Shared 0.ToString("F0")%
None 99.8377572848982.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026CAPITAL ADVISORS INC/OK holds $99,839,647 across 6 Asset Management names. BX ranks #2 (28.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
1,020,933 | $41,317,158 | |
| 2 | BX |
Blackstone Inc.
This page
|
249,625 | $28,704,378 | |
| 3 | ARCC |
Ares Capital Corp
|
1,575,250 | $28,386,005 | |
| 4 | APO |
Apollo Global Management, Inc.
|
5,767 | $642,559 | |
| 5 | BLK |
BlackRock, Inc.
|
605 | $581,834 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
5,861 | $207,713 |
All Filings in BX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,704,378 | 249,625 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $25,961,337 | 168,427 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $28,199,817 | 165,056 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $34,026,308 | 227,479 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $31,253,549 | 223,591 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $38,242,238 | 221,797 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $34,227,770 | 223,521 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $42,474,913 | 343,093 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $44,036,012 | 335,206 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $43,231,224 | 330,211 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $35,432,912 | 330,716 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $30,227,522 | 325,132 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $21,226,360 | 241,648 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $17,650,468 | 237,909 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $19,500,342 | 232,979 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $20,736,214 | 227,296 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $23,722,547 | 186,880 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $32,511,954 | 251,271 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $28,987,507 | 249,162 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $37,199,374 | 382,946 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $28,554,008 | 383,121 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $21,407,261 | 330,308 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $17,322,204 | 331,843 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $18,832,537 | 332,378 | Shares | Sole | 2020-09-02 | |
| 2020-03-31 | $15,421,252 | 338,408 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||