Position in BX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,672,320
-$992,881 QoQ
Shares Held
31,936
+5.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.10%
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, 2026Abbot Financial Management, Inc. holds $6,231,702 across 5 Asset Management names. BX ranks #1 (58.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
31,936 | $3,672,320 | |
| 2 | STT |
State Street Corp
|
10,210 | $1,292,177 | |
| 3 | APO |
Apollo Global Management, Inc.
|
5,100 | $568,242 | |
| 4 | HTD |
John Hancock Tax-Advantaged Dividend Income Fund
|
15,470 | $383,191 | |
| 5 | PNNT |
Pennantpark Investment Corp
|
70,328 | $315,772 |
All Filings in BX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,672,320 | 31,936 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,665,201 | 30,266 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,018,547 | 29,374 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,378,505 | 29,272 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,812,080 | 27,272 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,593,958 | 26,644 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,053,197 | 26,469 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,260,025 | 26,333 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,443,864 | 26,215 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,388,864 | 25,885 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,736,784 | 25,544 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,379,195 | 25,591 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,279,360 | 25,949 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,961,954 | 26,445 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,284,758 | 27,297 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,438,304 | 26,727 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,366,829 | 26,523 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,525,101 | 27,244 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $3,181,084 | 27,343 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $2,668,047 | 27,466 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $2,057,922 | 27,612 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,679,032 | 25,907 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,351,144 | 25,884 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,456,162 | 25,700 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,203,048 | 26,400 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||