VAUGHAN DAVID INVESTMENTS LLC/IL

Position in BX — Blackstone Inc.

CIK 1063571 PEORIA, IL

Position in BX

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$962,811

-$416,433 QoQ

Shares Held

8,373

-6.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

20 quarters on record

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

Financial Services · as of Mar 31, 2026

VAUGHAN DAVID INVESTMENTS LLC/IL holds $105,463,028 across 5 Asset Management names. BX ranks #3 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	54,476	$52,390,113
2	APO	Apollo Global Management, Inc.	463,846	$51,681,721
3	BX	Blackstone Inc. This page	8,373	$962,811
4	TROW	Price T Rowe Group Inc	2,472	$222,826
5	EVT	Eaton Vance Tax-Advantaged Dividend Income Fund	8,373	$205,557

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$962,811	8,373	-6.4%	Shares	Sole	2026-05-12
2025-12-31	$1,379,244	8,948	0.0%	Shares	Sole	2026-02-12
2025-09-30	$1,528,765	8,948	+15.5%	Shares	Sole	2025-10-29
2025-06-30	$1,158,347	7,744	+263.7%	Shares	Sole	2025-07-31
2025-03-31	$297,591	2,129	0.0%	Shares	Sole	2025-05-13
2024-12-31	$367,082	2,129	-1.2%	Shares	Sole	2025-02-04
2024-09-30	$329,842	2,154	0.0%	Shares	Sole	2024-11-04
2024-06-30	$266,665	2,154	-42.2%	Shares	Sole	2024-08-07
2024-03-31	$489,615	3,727	+65.4%	Shares	Sole	2024-05-13
2023-12-31	$295,093	2,254	-27.9%	Shares	Sole	2024-01-29
2023-09-30	$334,812	3,125	-6.0%	Shares	Sole	2023-11-07
2023-06-30	$309,125	3,325	0.0%	Shares	Sole	2023-08-02
2023-03-31	$292,068	3,325	0.0%	Shares	Sole	2023-05-02
2022-12-31	$246,681	3,325	-15.1%	Shares	Sole	2023-02-07
2022-09-30	$327,852	3,917	+0.4%	Shares	Sole	2022-11-14
2022-06-30	$355,797	3,900	0.0%	Shares	Sole	2022-08-11
2022-03-31	$495,066	3,900	0.0%	Shares	Sole	2022-05-09
2021-12-31	$504,621	3,900	+77.3%	Shares	Sole	2022-02-10
2021-09-30	$255,948	2,200	0.0%	Shares	Sole	2021-11-04
2021-06-30	$213,708	2,200	—	Shares	Sole	2021-08-11
No filing history on record for this holder in this stock.