Position in BX
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$7,021,174
+$1,639 QoQ
Shares Held
61,059
+34.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026NAPLES GLOBAL ADVISORS, LLC holds $21,829,986 across 10 Asset Management names. BX ranks #2 (32.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
8,737 | $8,402,460 | |
| 2 | BX |
Blackstone Inc.
This page
|
61,059 | $7,021,174 | |
| 3 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
130,413 | $1,782,745 | |
| 4 | ARCC |
Ares Capital Corp
|
75,952 | $1,368,655 | |
| 5 | HTGC |
Hercules Capital, Inc.
|
79,899 | $1,180,108 | |
| 6 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
66,431 | $746,020 | |
| 7 | APO |
Apollo Global Management, Inc.
|
3,856 | $429,635 | |
| 8 | NUV |
Nuveen Municipal Value Fund Inc
|
42,000 | $377,580 |
All Filings in BX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,021,174 | 61,059 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $7,019,535 | 45,540 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $7,486,647 | 43,820 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $6,581,520 | 44,000 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $5,882,641 | 42,085 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $7,314,573 | 42,423 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $6,599,596 | 43,098 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $5,375,767 | 43,423 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $5,709,077 | 43,458 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $5,784,438 | 44,183 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $4,809,836 | 44,893 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $4,214,609 | 45,333 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $4,058,471 | 46,203 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $3,287,729 | 44,315 | Shares | Sole | 2023-04-17 | |
| 2022-09-30 | $3,407,845 | 40,715 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $3,269,227 | 35,835 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,801,599 | 29,948 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $3,788,021 | 29,276 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,427,958 | 29,465 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,910,800 | 29,965 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,248,942 | 30,175 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,924,857 | 29,700 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,523,718 | 29,190 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,581,097 | 27,905 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,234,035 | 27,080 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||