Position in BX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,193,368
+$1,859,347 QoQ
Shares Held
18,640
+760.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#756
of 2,112 holders
Holding Since
Mar 2023
13 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, 2026ALTFEST L J & CO INC holds $2,378,143 across 2 Asset Management names. BX ranks #1 (92.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
18,640 | $2,193,368 | |
| 2 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
15,739 | $184,775 |
All Filings in BX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,193,368 | 18,640 | Shares | Sole | 2026-07-30 | |
| 2025-12-31 | $334,021 | 2,167 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $370,231 | 2,167 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $326,084 | 2,180 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $303,182 | 2,169 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $375,185 | 2,176 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $365,980 | 2,390 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $295,386 | 2,386 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $313,448 | 2,386 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $312,375 | 2,386 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $295,813 | 2,761 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $277,422 | 2,984 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $239,539 | 2,727 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||