Avantax Planning Partners, Inc.

Position in BX — Blackstone Inc.

CIK 1005441 DUBUQUE, IA

Position in BX

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$363,368

-$129,725 QoQ

Shares Held

3,160

-1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

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

Financial Services · as of Mar 31, 2026

Avantax Planning Partners, Inc. holds $13,073,675 across 12 Asset Management names. BX ranks #6 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BPRE	Bluerock Private Real Estate Fund	344,467	$5,721,596
2	PFG	Principal Financial Group Inc	35,622	$3,209,898
3	BLK	BlackRock, Inc.	1,684	$1,619,519
4	BDJ	BlackRock Enhanced Equity Dividend Trust	49,635	$427,853
5	ETG	Eaton Vance Tax-Advantaged Global Dividend Income Fund	18,303	$368,256
6	BX	Blackstone Inc. This page	3,160	$363,368
7	OBDC	Blue Owl Capital Corp	28,820	$318,749
8	NTRS	Northern Trust Corp	1,821	$254,156

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$363,368	3,160	-1.2%	Shares	Sole	2026-05-04
2025-12-31	$493,093	3,199	-0.1%	Shares	Sole	2026-02-05
2025-09-30	$547,061	3,202	-15.5%	Shares	Sole	2025-10-31
2025-06-30	$566,758	3,789	+5.4%	Shares	Sole	2025-08-11
2025-03-31	$502,509	3,595	+17.7%	Shares	Sole	2025-04-29
2024-12-31	$526,570	3,054	-3.1%	Shares	Sole	2025-02-07
2024-09-30	$482,665	3,152	-7.0%	Shares	Sole	2024-11-14
2024-06-30	$419,682	3,390	-2.2%	Shares	Sole	2024-08-09
2024-03-31	$455,197	3,465	-1.8%	Shares	Sole	2024-05-03
2023-12-31	$461,754	3,527	+0.0%	Shares	Sole	2024-02-09
2023-09-30	$377,775	3,526	-12.3%	Shares	Sole	2023-11-06
2023-06-30	$373,925	4,022	+12.0%	Shares	Sole	2023-07-18
2023-03-31	$315,433	3,591	-14.5%	Shares	Sole	2023-04-21
2022-12-31	$311,746	4,202	+26.5%	Shares	Sole	2023-02-10
2022-09-30	$278,135	3,323	-23.3%	Shares	Sole	2022-10-14
2022-06-30	$395,299	4,333	-1.0%	Shares	Sole	2022-07-18
2022-03-31	$555,743	4,378	-1.9%	Shares	Sole	2022-05-09
2021-12-31	$577,208	4,461	+6.5%	Shares	Sole	2022-01-28
2021-09-30	$487,231	4,188	+3.4%	Shares	Sole	2021-10-27
2021-06-30	$393,319	4,049	+4.6%	Shares	Sole	2021-08-10
2021-03-31	$288,580	3,872	-15.3%	Shares	Sole	2021-05-06
2020-12-31	$296,440	4,574	-14.2%	Shares	Sole	2021-02-04
2020-09-30	$278,226	5,330	+1.7%	Shares	Sole	2020-10-28
2020-06-30	$296,955	5,241	0.0%	Shares	Sole	2020-07-15
2020-03-31	$238,832	5,241	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.