JBR Co Financial Management Inc

Position in BX — Blackstone Inc.

CIK 2017878 ARDMORE, OK

Position in BX

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$2,074,764

-$706,384 QoQ

Shares Held

18,043

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.72%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

JBR Co Financial Management Inc holds $14,187,333 across 7 Asset Management names. BX ranks #4 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UTG	Reaves Utility Income Fund	142,112	$5,582,159
2	EOS	Eaton Vance Enhanced Equity Income Fund II	136,906	$2,801,096
3	BPRE	Bluerock Private Real Estate Fund	135,086	$2,243,778
4	BX	Blackstone Inc. This page	18,043	$2,074,764
5	AB	Alliancebernstein Holding L.P.	16,401	$614,053
6	ARCC	Ares Capital Corp	24,985	$450,229
7	GBAB	Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust	29,052	$421,254

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,074,764	18,043	0.0%	Shares	Sole	2026-04-08
2025-12-31	$2,781,148	18,043	-0.4%	Shares	Sole	2026-01-06
2025-09-30	$3,093,751	18,108	+2.2%	Shares	Sole	2025-10-14
2025-06-30	$2,649,959	17,716	-0.7%	Shares	Sole	2025-08-13
2025-03-31	$2,494,513	17,846	0.0%	Shares	Sole	2025-04-21
2024-12-31	$3,077,007	17,846	-1.8%	Shares	Sole	2025-02-04
2024-09-30	$2,782,525	18,171	0.0%	Shares	Sole	2024-10-10
2024-06-30	$2,249,569	18,171	0.0%	Shares	Sole	2024-07-15
2024-03-31	$2,387,124	18,171	0.0%	Shares	Sole	2024-05-09
2023-12-31	$2,378,947	18,171	—	Shares	Sole	2024-04-19
No filing history on record for this holder in this stock.