Position in BX
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$824,478
-$176,507 QoQ
Shares Held
7,170
+10.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $3,844,775 across 6 Asset Management names. BX ranks #3 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CG |
Carlyle Group Inc.
|
27,020 | $1,307,497 | |
| 2 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
75,981 | $1,085,008 | |
| 3 | BX |
Blackstone Inc.
This page
|
7,170 | $824,478 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
8,103 | $303,376 | |
| 5 | JHG |
Janus Henderson Group Ltd.
|
4,060 | $208,562 | |
| 6 | DNP |
Dnp Select Income Fund Inc
|
11,248 | $115,854 |
All Filings in BX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $824,478 | 7,170 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,000,985 | 6,494 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,112,062 | 6,509 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $979,599 | 6,549 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $906,193 | 6,483 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,138,489 | 6,603 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,047,102 | 6,838 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $859,543 | 6,943 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $929,836 | 7,078 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $956,108 | 7,303 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $806,871 | 7,531 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $708,059 | 7,616 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $660,908 | 7,524 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $573,266 | 7,727 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $676,547 | 8,083 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $757,026 | 8,298 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $989,624 | 7,796 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,034,602 | 7,996 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,026,235 | 8,821 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $892,133 | 9,184 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $723,984 | 9,714 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $631,249 | 9,740 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $504,513 | 9,665 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||