COLDSTREAM CAPITAL MANAGEMENT INC

Position in BX — Blackstone Inc.

CIK 1082339 BELLEVUE, WA

Position in BX

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

Position Value

$1,294,605

+$78,931 QoQ

Shares Held

11,002

+4.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#953

of 2,111 holders

Holding Since

Mar 2022

15 quarters on record

Voting authority Sole 35% Shared 0% None 65%

Financial Services · as of Jun 30, 2026

COLDSTREAM CAPITAL MANAGEMENT INC holds $21,293,173 across 23 Asset Management names. BX ranks #4 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	7,500	$7,211,700
2	MAIN	Main Street Capital CORP	33,226	$1,723,764
3	AMP	Ameriprise Financial Inc	3,701	$1,697,870
4	BX	Blackstone Inc. This page	11,002	$1,294,605
5	STT	State Street Corp	6,235	$1,057,456
6	NTRS	Northern Trust Corp	5,579	$969,853
7	TROW	Price T Rowe Group Inc	8,149	$926,459
8	AMG	Affiliated Managers Group, Inc.	2,631	$890,330

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,294,605	11,002	+4.1%	Shares	Sole	2026-08-14
2026-03-31	$1,215,674	10,572	-14.5%	Shares	Sole	2026-05-08
2025-12-31	$1,906,095	12,366	-20.4%	Shares	Sole	2026-02-09
2025-09-30	$2,655,692	15,544	+18.8%	Shares	Sole	2025-11-19
2025-06-30	$1,957,104	13,084	+24.3%	Shares	Sole	2025-08-12
2025-03-31	$1,471,044	10,524	-9.1%	Shares	Sole	2025-05-13
2024-12-31	$1,995,933	11,576	+4.0%	Shares	Sole	2025-02-14
2024-09-30	$1,703,877	11,127	+76.2%	Shares	Sole	2024-11-18
2024-06-30	$781,920	6,316	-5.3%	Shares	Sole	2024-08-07
2024-03-31	$876,237	6,670	+5.5%	Shares	Sole	2024-05-14
2023-12-31	$827,938	6,324	+17.7%	Shares	Sole	2024-02-09
2023-09-30	$575,556	5,372	+6.8%	Shares	Sole	2023-11-02
2023-06-30	$467,639	5,030	+101.2%	Shares	Sole	2023-08-03
2023-03-31	$219,600	2,500	+48.7%	Shares	Sole	2023-05-15
2022-03-31	$213,386	1,681	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.