JFS WEALTH ADVISORS, LLC

Position in BX — Blackstone Inc.

CIK 1568068 HERMITAGE, PA

Position in BX

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$327,357

-$159,625 QoQ

Shares Held

2,782

-34.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#182

of 264 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $11,902,616 across 130 Asset Management names. BX ranks #8 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MQY	Blackrock Muniyield Quality Fund, Inc.	128,224	$1,487,398
2	IQI	Invesco Quality Municipal Income Trust	145,020	$1,467,602
3	VKQ	Invesco Municipal Trust	145,451	$1,460,328
4	NEA	Nuveen AMT-Free Quality Municipal Income Fund	122,982	$1,443,808
5	VMO	Invesco Municipal Opportunity Trust	146,154	$1,442,539
6	NAD	Nuveen Quality Municipal Income Fund	118,724	$1,438,934
7	EIM	Eaton Vance Municipal Bond Fund	137,572	$1,370,217
8	BX	Blackstone Inc. This page	2,782	$327,357

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$327,357	2,782	-34.3%	Shares	Sole	2026-07-10
2026-03-31	$486,982	4,235	-2.0%	Shares	Sole	2026-04-21
2025-12-31	$666,347	4,323	+3.0%	Shares	Sole	2026-01-14
2025-09-30	$717,399	4,199	-23.4%	Shares	Sole	2025-11-10
2025-06-30	$820,147	5,483	+1.4%	Shares	Sole	2025-07-24
2025-03-31	$755,510	5,405	+0.9%	Shares	Sole	2025-04-22
2024-12-31	$923,653	5,357	0.0%	Shares	Sole	2025-01-31
2024-09-30	$820,317	5,357	-15.7%	Shares	Sole	2024-10-25
2024-06-30	$786,501	6,353	-30.3%	Shares	Sole	2024-07-15
2024-03-31	$1,197,568	9,116	+433.4%	Shares	Sole	2024-04-30
2023-12-31	$223,742	1,709	+11.9%	Shares	Sole	2024-02-07
2023-09-30	$163,602	1,527	-0.1%	Shares	Sole	2023-11-02
2023-06-30	$142,151	1,529	+2.3%	Shares	Sole	2023-08-07
2023-03-31	$131,232	1,494	0.0%	Shares	Sole	2023-04-19
2022-12-31	$110,839	1,494	-83.4%	Shares	Sole	2023-02-13
2022-09-30	$754,974	9,020	+0.6%	Shares	Sole	2022-10-21
2022-06-30	$818,333	8,970	+1.6%	Shares	Sole	2022-08-02
2022-03-31	$1,120,245	8,825	+1.8%	Shares	Sole	2022-05-02
2021-12-31	$1,122,199	8,673	+0.6%	Shares	Sole	2022-02-03
2021-09-30	$1,003,316	8,624	+858.2%	Shares	Sole	2021-11-09
2021-06-30	$87,426	900	0.0%	Shares	Sole	2021-08-04
2021-03-31	$67,077	900	0.0%	Shares	Sole	2021-04-28
2020-12-31	$58,329	900	-13.0%	Shares	Sole	2021-02-01
2020-09-30	$54,027	1,035	0.0%	Shares	Sole	2020-10-28
2020-06-30	$58,643	1,035	+15.0%	Shares	Sole	2020-08-05
2020-03-31	$41,013	900	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.