Position in BX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$9,923,581
-$948,723 QoQ
Shares Held
84,334
-10.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
2.07%
of 13F equity value
Holder Rank
#361
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, 2026JACOBSON & SCHMITT ADVISORS, LLC holds $9,923,581 across 1 Asset Management name. BX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
84,334 | $9,923,581 |
All Filings in BX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,923,581 | 84,334 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $10,872,304 | 94,550 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $13,945,970 | 90,476 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $13,319,295 | 77,959 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $11,725,426 | 78,389 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $10,745,867 | 76,877 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $13,238,752 | 76,782 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $12,738,884 | 83,190 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $10,096,880 | 81,558 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,232,409 | 77,890 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $12,618,200 | 96,381 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $10,401,365 | 97,082 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $9,098,880 | 97,869 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,378,794 | 95,387 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,043 | 72,193 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $6,042,554 | 72,193 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $6,907,753 | 75,718 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $9,550,077 | 75,233 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $9,672,937 | 74,758 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $9,691,238 | 83,301 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $10,183,089 | 104,829 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $8,005,490 | 107,413 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $6,748,341 | 104,125 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,188,993 | 99,406 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $5,550,696 | 97,965 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,387,297 | 96,276 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||