BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in BX — Blackstone Inc.
CIK 1654599
MORRISTOWN, NJ
Position in BX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$708,491
-$36,069 QoQ
Shares Held
6,021
-7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#101
of 216 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 61.55123733599069.ToString("F0")%
Shared 0.ToString("F0")%
None 38.4487626640093.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $3,170,134 across 33 Asset Management names. BX ranks #2 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
6,407 | $758,012 | |
| 2 | BX |
Blackstone Inc.
This page
|
6,021 | $708,491 | |
| 3 | ARES |
Ares Management Corp
|
4,375 | $486,981 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
4,860 | $171,169 | |
| 5 | RJF |
Raymond James Financial Inc
|
975 | $148,229 | |
| 6 | STT |
State Street Corp
|
670 | $113,632 | |
| 7 | ARCC |
Ares Capital Corp
|
6,106 | $113,144 | |
| 8 | GAB |
Gabelli Equity Trust Inc
|
19,000 | $107,540 |
All Filings in BX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $708,491 | 6,021 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $744,560 | 6,475 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,189,806 | 7,719 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,529,620 | 8,953 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,402,013 | 9,373 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,734,530 | 12,409 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,373,878 | 13,768 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,963,892 | 12,825 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,590,830 | 12,850 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,691,388 | 12,875 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,685,595 | 12,875 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,555,655 | 33,187 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $3,107,243 | 33,422 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,168,272 | 13,300 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $429,931 | 5,795 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $740,326 | 8,845 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $487,350 | 5,342 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $646,759 | 5,095 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $571,903 | 4,420 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $436,275 | 3,750 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $378,846 | 3,900 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $320,479 | 4,300 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $281,923 | 4,350 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $203,580 | 3,900 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $226,640 | 4,000 | Shares | Sole | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||