Position in BX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$342,890
+$55,301 QoQ
Shares Held
2,914
+16.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,511
of 2,106 holders
Holding Since
Dec 2021
19 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, 2026Investmark Advisory Group LLC holds $4,408,536 across 10 Asset Management names. BX ranks #6 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSK |
FS KKR Capital Corp
|
162,873 | $1,710,166 | |
| 2 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
53,389 | $523,746 | |
| 3 | FSCO |
FS Credit Opportunities Corp.
|
86,806 | $433,161 | |
| 4 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
48,287 | $380,501 | |
| 5 | HYT |
Blackrock Corporate High Yield Fund, Inc.
|
43,781 | $374,765 | |
| 6 | BX |
Blackstone Inc.
This page
|
2,914 | $342,890 | |
| 7 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
10,202 | $281,473 | |
| 8 | PDI |
PIMCO Dynamic Income Fund
|
14,160 | $236,472 |
All Filings in BX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,890 | 2,914 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $287,589 | 2,501 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $399,685 | 2,593 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $440,793 | 2,580 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $389,057 | 2,601 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $364,126 | 2,605 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $450,705 | 2,614 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $399,363 | 2,608 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $315,442 | 2,548 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $336,832 | 2,564 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $334,500 | 2,555 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $268,064 | 2,502 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $253,343 | 2,725 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $250,695 | 2,854 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $217,302 | 2,929 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $224,232 | 2,679 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $225,064 | 2,467 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $335,883 | 2,646 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $345,341 | 2,669 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||