Position in BX
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$6,416,442
-$1,408,012 QoQ
Shares Held
55,800
+9.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.82%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Focused Wealth Management, Inc holds $30,489,090 across 10 Asset Management names. BX ranks #2 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BBN |
BlackRock Taxable Municipal Bond Trust
|
812,411 | $13,136,685 | |
| 2 | BX |
Blackstone Inc.
This page
|
55,800 | $6,416,442 | |
| 3 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
598,534 | $5,183,304 | |
| 4 | MYN |
Blackrock Muniyield New York Quality Fund, Inc.
|
185,104 | $1,776,998 | |
| 5 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
131,794 | $1,668,512 | |
| 6 | RVT |
Royce Small-Cap Trust, Inc.
|
71,464 | $1,186,302 | |
| 7 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
35,071 | $563,590 | |
| 8 | NBB |
Nuveen Taxable Municipal Income Fund
|
18,504 | $289,772 |
All Filings in BX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,416,442 | 55,800 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $7,824,454 | 50,762 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $8,447,507 | 49,444 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $7,420,962 | 49,612 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $6,914,497 | 49,467 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $8,473,236 | 49,143 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $7,494,488 | 48,942 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $6,050,353 | 48,872 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $6,370,394 | 48,492 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $7,399,860 | 56,522 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $6,211,548 | 57,976 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $5,418,756 | 58,285 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,004,332 | 56,971 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $4,341,450 | 58,518 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $4,938,551 | 59,003 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $5,403,826 | 59,233 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $7,592,281 | 59,810 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $8,726,967 | 67,447 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $7,850,390 | 67,478 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $7,235,084 | 74,481 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $5,748,722 | 77,133 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $5,074,687 | 78,301 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $4,127,297 | 79,067 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $4,546,455 | 80,241 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $3,694,724 | 81,078 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||