BRADLEY FOSTER & SARGENT INC/CT

Position in BX — Blackstone Inc.

CIK 1015086 HARTFORD, CT

Position in BX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$6,167,320

+$85,039 QoQ

Shares Held

52,412

-0.9% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#469

of 2,104 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Financial Services · as of Jun 30, 2026

BRADLEY FOSTER & SARGENT INC/CT holds $24,046,933 across 14 Asset Management names. BX ranks #2 (25.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STT	State Street Corp	39,092	$6,630,003
2	BX	Blackstone Inc. This page	52,412	$6,167,320
3	BLK	BlackRock, Inc.	2,573	$2,474,093
4	AMP	Ameriprise Financial Inc	4,933	$2,263,063
5	PHYS	Sprott Physical Gold Trust	35,122	$1,059,630
6	TROW	Price T Rowe Group Inc	8,883	$1,009,908
7	KKR	KKR & Co. Inc.	10,645	$976,998
8	ARCC	Ares Capital Corp	42,872	$794,418

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,167,320	52,412	-0.9%	Shares	Sole	2026-08-14
2026-03-31	$6,082,281	52,894	-8.0%	Shares	Sole	2026-05-15
2025-12-31	$8,866,749	57,524	-3.3%	Shares	Sole	2026-02-12
2025-09-30	$10,167,112	59,509	+0.9%	Shares	Sole	2025-11-10
2025-06-30	$8,822,677	58,983	-16.2%	Shares	Sole	2025-08-11
2025-03-31	$9,834,221	70,355	-4.7%	Shares	Sole	2025-05-13
2024-12-31	$12,734,251	73,856	+7.4%	Shares	Sole	2025-02-03
2024-09-30	$10,535,190	68,799	+24.0%	Shares	Sole	2024-11-04
2024-06-30	$6,870,033	55,493	-2.8%	Shares	Sole	2024-08-09
2024-03-31	$7,500,570	57,095	+0.5%	Shares	Sole	2024-05-15
2023-12-31	$7,437,696	56,811	+1.3%	Shares	Sole	2024-02-14
2023-09-30	$6,006,268	56,060	0.0%	Shares	Sole	2023-11-13
2023-06-30	$5,211,898	56,060	+3.7%	Shares	Sole	2023-08-08
2023-03-31	$4,748,981	54,064	+9.3%	Shares	Sole	2023-05-08
2022-12-31	$3,669,734	49,464	-34.3%	Shares	Sole	2023-02-14
2022-09-30	$6,304,200	75,319	-17.1%	Shares	Sole	2022-11-14
2022-06-30	$8,287,333	90,840	-4.9%	Shares	Sole	2022-08-11
2022-03-31	$12,126,197	95,527	-16.9%	Shares	Sole	2022-05-16
2021-12-31	$14,878,685	114,991	-1.7%	Shares	Sole	2022-03-11
2021-09-30	$13,613,059	117,011	-3.0%	Shares	Sole	2021-11-10
2021-06-30	$11,721,980	120,671	+0.2%	Shares	Sole	2021-08-19
2021-03-31	$8,974,082	120,409	-0.4%	Shares	Sole	2021-04-26
2020-12-31	$7,836,112	120,909	+0.5%	Shares	Sole	2021-02-11
2020-09-30	$6,279,451	120,296	+25.8%	Shares	Sole	2020-10-26
2020-03-31	$4,358,816	95,651	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.