Position in BX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,181,995
+$129,147 QoQ
Shares Held
10,045
+9.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#982
of 2,112 holders
Holding Since
Dec 2020
23 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, 2026SAX WEALTH ADVISORS, LLC holds $8,394,205 across 22 Asset Management names. BX ranks #1 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
10,045 | $1,181,995 | |
| 2 | BOE |
BlackRock Enhanced Global Dividend Trust
|
85,274 | $1,030,962 | |
| 3 | BLK |
BlackRock, Inc.
|
581 | $558,666 | |
| 4 | NFJ |
Virtus Dividend, Interest & Premium Strategy Fund
|
36,035 | $547,371 | |
| 5 | AWF |
Alliancebernstein Global High Income Fund Inc
|
49,338 | $508,181 | |
| 6 | NMT |
Nuveen Massachusetts Quality Municipal Income Fund
|
38,469 | $499,712 | |
| 7 | RMT |
Royce Micro-Cap Trust, Inc.
|
31,430 | $460,135 | |
| 8 | VVR |
Invesco Senior Income Trust
|
152,394 | $457,182 |
All Filings in BX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,181,995 | 10,045 | Shares | Sole | 2026-07-09 | |
| 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. | ||||||