Plotkin Financial Advisors, LLC

Position in BX — Blackstone Inc.

CIK 1826394 CHEVY CHASE, MD

Position in BX

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$434,547

-$147,948 QoQ

Shares Held

3,779

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Plotkin Financial Advisors, LLC holds $2,161,995 across 3 Asset Management names. BX ranks #2 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PTY	Pimco Corporate & Income Opportunity Fund	131,437	$1,585,130
2	BX	Blackstone Inc. This page	3,779	$434,547
3	KIO	KKR Income Opportunities Fund	12,938	$142,318

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$434,547	3,779	0.0%	Shares	Sole	2026-05-11
2025-12-31	$582,495	3,779	0.0%	Shares	Sole	2026-02-19
2025-09-30	$645,642	3,779	0.0%	Shares	Sole	2025-11-14
2025-06-30	$565,262	3,779	0.0%	Shares	Sole	2025-08-11
2025-03-31	$528,228	3,779	+0.5%	Shares	Sole	2025-05-15
2024-12-31	$648,126	3,759	0.0%	Shares	Sole	2025-03-06
2024-09-30	$575,615	3,759	0.0%	Shares	Sole	2024-11-14
2024-06-30	$465,364	3,759	0.0%	Shares	Sole	2024-11-15
2024-03-31	$493,819	3,759	0.0%	Shares	Sole	2024-11-15
2023-12-31	$492,128	3,759	-22.6%	Shares	Sole	2024-11-15
2023-09-30	$520,593	4,859	0.0%	Shares	Sole	2024-11-15
2023-06-30	$451,741	4,859	0.0%	Shares	Sole	2024-11-15
2023-03-31	$426,814	4,859	+0.1%	Shares	Sole	2024-11-15
2022-12-31	$360,044	4,853	0.0%	Shares	Sole	2024-11-15
2022-09-30	$406,196	4,853	0.0%	Shares	Sole	2024-11-15
2022-06-30	$442,739	4,853	0.0%	Shares	Sole	2024-11-15
2022-03-31	$616,039	4,853	-17.1%	Shares	Sole	2024-11-15
2021-12-31	$757,319	5,853	-14.6%	Shares	Sole	2024-11-15
2021-09-30	$797,278	6,853	-0.2%	Shares	Sole	2024-11-15
2021-06-30	$667,060	6,867	-0.2%	Shares	Sole	2024-11-15
2021-03-31	$512,691	6,879	-78.1%	Shares	Sole	2024-11-15
2020-12-31	$2,034,061	31,385	-1.5%	Shares	Sole	2024-11-15
2020-09-30	$1,664,083	31,879	-37.7%	Shares	Sole	2024-11-15
2020-06-30	$2,898,725	51,160	-2.4%	Shares	Sole	2024-11-15
2020-03-31	$2,389,371	52,433	—	Shares	Sole	2024-11-15
No filing history on record for this holder in this stock.