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Equibles

PATTEN & PATTEN INC/TN

Position in BX — Blackstone Inc.

CIK 1044905 CHATTANOOGA, TN
Back to BX Full portfolio

Position in BX

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$230,044
+$5,239 QoQ
Shares Held
1,955
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,754
of 2,124 holders
Holding Since
Dec 2020
20 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, 2026

PATTEN & PATTEN INC/TN holds $1,792,465 across 5 Asset Management names. BX ranks #4 (12.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SEIC
Sei Investments Co
 9,400 $824,474
2 CHY
Calamos Convertible & High Income Fund
 20,151 $274,456
3 BLK
BlackRock, Inc.
 257 $247,120
4 BX
Blackstone Inc.
This page 		1,955 $230,044
5 PTY
Pimco Corporate & Income Opportunity Fund
 17,986 $216,371

All Filings in BX

Export CSV
20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $230,044 1,955
2026-03-31 $224,805 1,955
2025-12-31 $386,274 2,506
2025-09-30 $440,963 2,581
2025-06-30 $386,065 2,581
2025-03-31 $374,750 2,681
2024-12-31 $448,292 2,600
2024-09-30 $399,516 2,609
2024-06-30 $322,994 2,609
2024-03-31 $342,744 2,609
2023-12-31 $341,570 2,609
2023-09-30 $233,993 2,184
2022-09-30 $206,906 2,472
2022-06-30 $225,155 2,468
2022-03-31 $312,780 2,464
2021-12-31 $279,353 2,159
2021-09-30 $398,115 3,422
2021-06-30 $321,824 3,313
2021-03-31 $310,268 4,163
2020-12-31 $221,196 3,413