Position in BX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$444,674
+$10,127 QoQ
Shares Held
3,779
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,388
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, 2026Plotkin Financial Advisors, LLC holds $2,126,718 across 3 Asset Management names. BX ranks #2 (20.9% of the industry book) .
All Filings in BX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,674 | 3,779 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $434,547 | 3,779 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $582,495 | 3,779 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $645,642 | 3,779 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $565,262 | 3,779 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $528,228 | 3,779 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $648,126 | 3,759 | Shares | Sole | 2025-03-06 | |
| 2024-09-30 | $575,615 | 3,759 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $465,364 | 3,759 | Shares | Sole | 2024-11-15 | |
| 2024-03-31 | $493,819 | 3,759 | Shares | Sole | 2024-11-15 | |
| 2023-12-31 | $492,128 | 3,759 | Shares | Sole | 2024-11-15 | |
| 2023-09-30 | $520,593 | 4,859 | Shares | Sole | 2024-11-15 | |
| 2023-06-30 | $451,741 | 4,859 | Shares | Sole | 2024-11-15 | |
| 2023-03-31 | $426,814 | 4,859 | Shares | Sole | 2024-11-15 | |
| 2022-12-31 | $360,044 | 4,853 | Shares | Sole | 2024-11-15 | |
| 2022-09-30 | $406,196 | 4,853 | Shares | Sole | 2024-11-15 | |
| 2022-06-30 | $442,739 | 4,853 | Shares | Sole | 2024-11-15 | |
| 2022-03-31 | $616,039 | 4,853 | Shares | Sole | 2024-11-15 | |
| 2021-12-31 | $757,319 | 5,853 | Shares | Sole | 2024-11-15 | |
| 2021-09-30 | $797,278 | 6,853 | Shares | Sole | 2024-11-15 | |
| 2021-06-30 | $667,060 | 6,867 | Shares | Sole | 2024-11-15 | |
| 2021-03-31 | $512,691 | 6,879 | Shares | Sole | 2024-11-15 | |
| 2020-12-31 | $2,034,061 | 31,385 | Shares | Sole | 2024-11-15 | |
| 2020-09-30 | $1,664,083 | 31,879 | Shares | Sole | 2024-11-15 | |
| 2020-06-30 | $2,898,725 | 51,160 | 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. | ||||||