Welch & Forbes LLC

Position in BX — Blackstone Inc.

CIK 105495 Boston, MA

Position in BX

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$2,306,567

+$670,605 QoQ

Shares Held

19,602

+37.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#740

of 2,121 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 68% Shared 0% None 32%

Financial Services · as of Jun 30, 2026

Welch & Forbes LLC holds $96,702,495 across 12 Asset Management names. BX ranks #4 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc	171,132	$78,508,516
2	STT	State Street Corp	38,182	$6,475,667
3	EVN	Eaton Vance Municipal Income Trust	205,784	$2,317,127
4	BX	Blackstone Inc. This page	19,602	$2,306,567
5	BLK	BlackRock, Inc.	1,967	$1,891,388
6	AMG	Affiliated Managers Group, Inc.	4,072	$1,377,964
7	HTD	John Hancock Tax-Advantaged Dividend Income Fund	50,000	$1,274,500
8	CEF	Sprott Physical Gold & Silver Trust	25,100	$1,009,773

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,306,567	19,602	+37.8%	Shares	Sole	2026-07-30
2026-03-31	$1,635,962	14,227	-4.1%	Shares	Sole	2026-05-01
2025-12-31	$2,286,050	14,831	0.0%	Shares	Sole	2026-02-10
2025-09-30	$2,533,876	14,831	0.0%	Shares	Sole	2025-11-04
2025-06-30	$2,218,420	14,831	-0.3%	Shares	Sole	2025-08-05
2025-03-31	$2,079,786	14,879	+14.6%	Shares	Sole	2025-05-02
2024-12-31	$2,238,356	12,982	+6.4%	Shares	Sole	2025-02-07
2024-09-30	$1,868,492	12,202	+1.5%	Shares	Sole	2024-11-04
2024-06-30	$1,488,571	12,024	+4.4%	Shares	Sole	2024-08-02
2024-03-31	$1,512,331	11,512	-4.0%	Shares	Sole	2024-05-03
2023-12-31	$1,570,647	11,997	0.0%	Shares	Sole	2024-02-06
2023-09-30	$1,285,358	11,997	+0.3%	Shares	Sole	2023-11-03
2023-06-30	$1,112,479	11,966	0.0%	Shares	Sole	2023-07-28
2023-03-31	$1,051,093	11,966	-34.5%	Shares	Sole	2023-04-14
2022-12-31	$1,354,635	18,259	+72.8%	Shares	Sole	2023-02-02
2022-09-30	$884,206	10,564	+2.4%	Shares	Sole	2022-10-31
2022-06-30	$941,402	10,319	+2.2%	Shares	Sole	2022-07-22
2022-03-31	$1,281,205	10,093	0.0%	Shares	Sole	2022-04-25
2021-12-31	$1,305,933	10,093	-18.6%	Shares	Sole	2022-01-19
2021-09-30	$1,442,616	12,400	-3.7%	Shares	Sole	2021-10-13
2021-06-30	$1,250,774	12,876	+119.1%	Shares	Sole	2021-07-22
2021-03-31	$437,938	5,876	+25.0%	Shares	Sole	2021-04-14
2020-12-31	$304,607	4,700	0.0%	Shares	Sole	2021-01-20
2020-09-30	$245,340	4,700	0.0%	Shares	Sole	2020-10-23
2020-06-30	$266,302	4,700	0.0%	Shares	Sole	2020-07-15
2020-03-31	$214,179	4,700	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.