Position in BX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$809,098
+$48,440 QoQ
Shares Held
6,876
+3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Herold Advisors, Inc. holds $10,457,096 across 22 Asset Management names. BX ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
62,014 | $2,641,176 | |
| 2 | IVZ |
Invesco Ltd.
|
17,510 | $974,947 | |
| 3 | CCD |
Calamos Dynamic Convertible & Income Fund
|
34,449 | $887,750 | |
| 4 | BX |
Blackstone Inc.
This page
|
6,876 | $809,098 | |
| 5 | MYN |
Blackrock Muniyield New York Quality Fund, Inc.
|
57,275 | $581,341 | |
| 6 | BLK |
BlackRock, Inc.
|
595 | $572,128 | |
| 7 | BAM |
Brookfield Asset Management Ltd.
|
10,957 | $491,421 | |
| 8 | PDI |
PIMCO Dynamic Income Fund
|
25,948 | $433,331 |
All Filings in BX
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $809,098 | 6,876 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $760,658 | 6,615 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,025,647 | 6,654 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $958,810 | 5,612 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $764,204 | 5,109 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $904,236 | 6,469 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,163,317 | 6,747 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,066,244 | 6,963 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $861,400 | 6,958 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $913,284 | 6,952 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $958,858 | 7,324 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $824,763 | 7,698 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $729,070 | 7,842 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $675,138 | 7,686 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $569,853 | 7,681 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $474,997 | 5,675 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $535,337 | 5,868 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $699,566 | 5,511 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $611,367 | 4,725 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $549,706 | 4,725 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||