Position in BX
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,524,532
+$76,118 QoQ
Shares Held
12,956
+2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#39
of 125 holders
Holding Since
Dec 2021
19 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 Jun 30, 2026Sandy Cove Advisors, LLC holds $5,091,854 across 7 Asset Management names. BX ranks #1 (29.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
12,956 | $1,524,532 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
41,801 | $1,261,136 | |
| 3 | AMP |
Ameriprise Financial Inc
|
2,399 | $1,100,565 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
16,500 | $663,795 | |
| 5 | PSLV |
Sprott Physical Silver Trust
|
15,350 | $289,654 | |
| 6 | EVV |
Eaton Vance Ltd Duration Income Fund
|
15,600 | $146,172 | |
| 7 | EFR |
Eaton Vance Senior Floating-Rate Trust
|
10,000 | $106,000 |
All Filings in BX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,524,532 | 12,956 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,448,414 | 12,596 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,886,057 | 12,236 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,080,611 | 12,178 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,801,242 | 12,042 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,378,230 | 9,860 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,701,095 | 9,866 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,498,989 | 9,789 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,213,487 | 9,802 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,279,412 | 9,739 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,272,804 | 9,722 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,041,079 | 9,717 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $913,151 | 9,822 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $862,588 | 9,820 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $728,471 | 9,819 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $821,766 | 9,818 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $835,119 | 9,154 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $908,255 | 7,155 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $925,656 | 7,154 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||