Position in BLK
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$914,443
+$161,425 QoQ
Shares Held
951
+21.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,220
of 2,275 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Coastal Bridge Advisors, LLC holds $68,788,149 across 16 Asset Management names. BLK ranks #11 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BGB |
Blackstone Strategic Credit 2027 Term Fund
|
2,259,024 | $25,526,971 | |
| 2 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
1,193,180 | $15,368,158 | |
| 3 | BX |
Blackstone Inc.
|
45,665 | $5,373,400 | |
| 4 | APO |
Apollo Global Management, Inc.
|
33,450 | $3,957,469 | |
| 5 | KKR |
KKR & Co. Inc.
|
43,078 | $3,953,698 | |
| 6 | ARES |
Ares Management Corp
|
34,460 | $3,835,742 | |
| 7 | JFR |
Nuveen Floating Rate Income Fund
|
414,174 | $3,176,714 | |
| 8 | CG |
Carlyle Group Inc.
|
49,352 | $2,078,212 |
All Filings in BLK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $914,443 | 951 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $753,018 | 783 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $879,819 | 822 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $943,188 | 809 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $925,438 | 882 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||