Position in BX
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$13,223
-$4,348 QoQ
Shares Held
115
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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 Mar 31, 2026Jackson, Grant Investment Advisers, Inc. holds $1,674,364 across 12 Asset Management names. BX ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
51,960 | $447,895 | |
| 2 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
26,871 | $431,816 | |
| 3 | PFG |
Principal Financial Group Inc
|
3,995 | $359,989 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
6,206 | $296,150 | |
| 5 | BOE |
BlackRock Enhanced Global Dividend Trust
|
7,365 | $80,720 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
349 | $14,124 | |
| 7 | BX |
Blackstone Inc.
This page
|
115 | $13,223 | |
| 8 | STT |
State Street Corp
|
100 | $12,656 |
All Filings in BX
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,223 | 115 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $17,571 | 114 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $19,306 | 113 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $16,752 | 112 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $15,655 | 112 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $19,138 | 111 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $16,844 | 110 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $13,618 | 110 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $14,319 | 109 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $14,139 | 108 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $11,463 | 107 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $9,854 | 106 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $9,223 | 105 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $7,715 | 104 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $11,885 | 142 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,772 | 140 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $17,771 | 140 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $18,114 | 140 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $16,287 | 140 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $13,599 | 140 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $10,434 | 140 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $9,915 | 153 | Shares | Sole | 2021-03-03 | |
| No filing history on record for this holder in this stock. | ||||||