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PENSION & WEALTH MANAGEMENT ADVISORS, INC. → BX
PENSION & WEALTH MANAGEMENT ADVISORS, INC. BX Position History
Blackstone Inc. • Financial Services
Quarters held
32
Latest value
$3.6M
Q3 2026
Peak value
$4.1M
First seen
Q4 2022
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2022 | $159K |
| Q4 2022 | $2.9M |
| Q1 2023 | $183K |
| Q1 2023 | $3.1M |
| Q2 2023 | $187K |
| Q2 2023 | $3.1M |
| Q3 2023 | $39K |
| Q3 2023 | $2.9M |
| Q4 2023 | $108K |
| Q4 2023 | $3.3M |
| Q1 2024 | $102K |
| Q1 2024 | $3.5M |
| Q2 2024 | $97K |
| Q2 2024 | $3.4M |
| Q3 2024 | $116K |
| Q3 2024 | $3.1M |
| Q4 2024 | $168K |
| Q4 2024 | $3.2M |
| Q1 2025 | $638K |
| Q1 2025 | $3.1M |
| Q2 2025 | $660K |
| Q2 2025 | $3.3M |
| Q3 2025 | $467K |
| Q3 2025 | $3.4M |
| Q4 2025 | $504K |
| Q4 2025 | $3.3M |
| Q1 2026 | $752K |
| Q1 2026 | $4.1M |
| Q2 2026 | $819K |
| Q2 2026 | $3.6M |
| Q3 2026 | $671K |
| Q3 2026 | $3.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.6M | 15.3K | — | — |
| Q3 2026 | $671K | 6.0K | — | — |
| Q2 2026 | $3.6M | 15.4K | — | — |
| Q2 2026 | $819K | 7.0K | — | — |
| Q1 2026 | $4.1M | 19.3K | — | — |
| Q1 2026 | $752K | 6.5K | — | — |
| Q4 2025 | $3.3M | 15.2K | — | — |
| Q4 2025 | $504K | 3.3K | — | — |
| Q3 2025 | $3.4M | 15.9K | — | — |
| Q3 2025 | $467K | 2.7K | — | — |
| Q2 2025 | $3.3M | 15.9K | — | — |
| Q2 2025 | $660K | 4.4K | — | — |
| Q1 2025 | $3.1M | 16.1K | — | — |
| Q1 2025 | $638K | 4.6K | — | — |
| Q4 2024 | $3.2M | 16.2K | — | — |
| Q4 2024 | $168K | 973 | — | — |
| Q3 2024 | $3.1M | 15.6K | — | — |
| Q3 2024 | $116K | 755 | — | — |
| Q2 2024 | $3.4M | 18.5K | — | — |
| Q2 2024 | $97K | 782 | — | — |
| Q1 2024 | $3.5M | 18.9K | — | — |
| Q1 2024 | $102K | 776 | — | — |
| Q4 2023 | $3.3M | 19.2K | — | — |
| Q4 2023 | $108K | 827 | — | — |
| Q3 2023 | $2.9M | 18.6K | — | — |
| Q3 2023 | $39K | 360 | — | — |
| Q2 2023 | $3.1M | 4.0K | — | — |
| Q2 2023 | $187K | 2.0K | — | — |
| Q1 2023 | $3.1M | 19.8K | — | — |
| Q1 2023 | $183K | 2.1K | — | — |
| Q4 2022 | $2.9M | 19.3K | — | — |
| Q4 2022 | $159K | 2.1K | — | — |
Other funds holding BX
$10.9B
$9.9B
$9.8B
$5.4B
$5.3B
$4.9B
$4.6B
Other PENSION & WEALTH MANAGEMENT ADVISORS, INC. positions
FIS
$30.2MFIDELITY TOTAL BOND ETF
FIS
$27.4MFIDELITY TOTAL BOND ETF
STT-PG
$27.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
FIS
$26.9MFIDELITY TOTAL BOND ETF
FIS
$26.8MFIDELITY TOTAL BOND ETF
STT-PG
$26.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF