Position in BX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,460,321
+$224,388 QoQ
Shares Held
29,407
+4.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#622
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, 2026Joel Isaacson & Co., LLC holds $53,218,963 across 29 Asset Management names. BX ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
727,304 | $20,131,774 | |
| 2 | APO |
Apollo Global Management, Inc.
|
79,270 | $9,378,433 | |
| 3 | MAIN |
Main Street Capital CORP
|
129,206 | $6,703,207 | |
| 4 | BX |
Blackstone Inc.
This page
|
29,407 | $3,460,321 | |
| 5 | ARCC |
Ares Capital Corp
|
134,631 | $2,494,712 | |
| 6 | BLK |
BlackRock, Inc.
|
1,482 | $1,425,031 | |
| 7 | ADX |
Adams Diversified Equity Fund, Inc.
|
33,489 | $855,643 | |
| 8 | GAM |
General American Investors Co Inc
|
11,910 | $759,262 |
All Filings in BX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,460,321 | 29,407 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,235,933 | 28,141 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,471,293 | 29,008 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,685,902 | 27,427 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,477,884 | 23,251 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,749,193 | 19,668 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,290,463 | 19,084 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,547,164 | 16,634 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,053,718 | 16,589 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,172,728 | 16,539 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,158,216 | 16,485 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,760,203 | 16,429 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,516,154 | 16,308 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,419,670 | 16,162 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,177,617 | 15,873 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,285,297 | 15,356 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,375,292 | 15,075 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,824,127 | 14,370 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,851,700 | 14,311 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,654,238 | 14,219 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,255,923 | 12,929 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $958,232 | 12,857 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $826,521 | 12,753 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $766,400 | 14,682 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $768,422 | 13,562 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $612,324 | 13,437 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||