Position in BX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$649,656
+$7,437 QoQ
Shares Held
5,521
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,216
of 2,112 holders
Holding Since
Mar 2020
26 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, 2026Samalin Investment Counsel, LLC holds $43,823,687 across 57 Asset Management names. BX ranks #21 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQH |
abrdn Healthcare Investors
|
154,616 | $3,398,459 | |
| 2 | CHI |
Calamos Convertible Opportunities & Income Fund
|
206,445 | $2,774,620 | |
| 3 | RVT |
Royce Small-Cap Trust, Inc.
|
147,347 | $2,721,499 | |
| 4 | UTG |
Reaves Utility Income Fund
|
49,883 | $2,031,235 | |
| 5 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
64,791 | $1,793,414 | |
| 6 | NML |
Neuberger Energy Infrastructure & Income Fund Inc.
|
174,324 | $1,767,645 | |
| 7 | ADX |
Adams Diversified Equity Fund, Inc.
|
65,105 | $1,663,432 | |
| 8 | GAM |
General American Investors Co Inc
|
25,234 | $1,608,667 |
All Filings in BX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $649,656 | 5,521 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $642,219 | 5,585 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $859,022 | 5,573 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $879,877 | 5,150 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $763,456 | 5,104 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $710,501 | 5,083 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $905,722 | 5,253 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $842,674 | 5,503 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $708,631 | 5,724 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $751,830 | 5,723 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $766,274 | 5,853 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $633,518 | 5,913 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $555,216 | 5,972 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $501,390 | 5,708 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $401,367 | 5,410 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $490,649 | 5,862 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $537,435 | 5,891 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $750,977 | 5,916 | Shares | Sole | 2022-10-14 | |
| 2021-12-31 | $869,500 | 6,720 | Shares | Sole | 2022-10-14 | |
| 2021-09-30 | $892,909 | 7,675 | Shares | Sole | 2022-10-14 | |
| 2021-06-30 | $783,336 | 8,064 | Shares | Sole | 2022-10-14 | |
| 2021-03-31 | $644,833 | 8,652 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $619,129 | 9,553 | Shares | Sole | 2022-10-14 | |
| 2020-09-30 | $494,334 | 9,470 | Shares | Sole | 2022-10-14 | |
| 2020-06-30 | $475,434 | 8,391 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $384,565 | 8,439 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||