Position in BX
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$1,052,848
-$381,578 QoQ
Shares Held
9,156
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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, 2026SAX WEALTH ADVISORS, LLC holds $10,481,896 across 24 Asset Management names. BX ranks #2 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NXJ |
NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUND
|
128,142 | $1,576,146 | |
| 2 | BX |
Blackstone Inc.
This page
|
9,156 | $1,052,848 | |
| 3 | BOE |
BlackRock Enhanced Global Dividend Trust
|
85,274 | $934,603 | |
| 4 | VVR |
Invesco Senior Income Trust
|
281,274 | $905,702 | |
| 5 | XFLT |
XAI Floating Rate & Alternative Income Trust
|
35,405 | $608,257 | |
| 6 | AWF |
Alliancebernstein Global High Income Fund Inc
|
49,230 | $500,669 | |
| 7 | BLK |
BlackRock, Inc.
|
510 | $490,472 | |
| 8 | NFJ |
Virtus Dividend, Interest & Premium Strategy Fund
|
36,035 | $454,401 |
All Filings in BX
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,052,848 | 9,156 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,434,426 | 9,306 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,476,144 | 8,640 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,226,406 | 8,199 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $849,163 | 6,075 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,041,589 | 6,041 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $951,243 | 6,212 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $780,682 | 6,306 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $781,388 | 5,948 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $778,450 | 5,946 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $636,840 | 5,944 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $533,089 | 5,734 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $535,209 | 6,093 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $425,998 | 5,742 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $481,275 | 5,750 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $524,298 | 5,747 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $728,508 | 5,739 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $741,922 | 5,734 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $651,504 | 5,600 | Shares | Sole | 2021-12-10 | |
| 2021-06-30 | $543,984 | 5,600 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $417,368 | 5,600 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $362,936 | 5,600 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||