WBH ADVISORY INC

Position in BX — Blackstone Inc.

CIK 1259671 BALTIMORE, MD

Position in BX

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$393,017

+$9,871 QoQ

Shares Held

3,340

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,438

of 2,106 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 78% Shared 0% None 22%

Financial Services · as of Jun 30, 2026

WBH ADVISORY INC holds $1,924,823 across 4 Asset Management names. BX ranks #2 (20.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	1,034	$994,253
2	BX	Blackstone Inc. This page	3,340	$393,017
3	TROW	Price T Rowe Group Inc	2,751	$312,761
4	AMP	Ameriprise Financial Inc	490	$224,792

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$393,017	3,340	+0.2%	Shares	Sole	2026-08-05
2026-03-31	$383,146	3,332	-5.0%	Shares	Sole	2026-04-27
2025-12-31	$540,723	3,508	+0.2%	Shares	Sole	2026-01-26
2025-09-30	$597,975	3,500	+0.1%	Shares	Sole	2025-10-30
2025-06-30	$522,782	3,495	+0.1%	Shares	Sole	2025-07-30
2025-03-31	$487,832	3,490	+0.2%	Shares	Sole	2025-05-12
2024-12-31	$600,538	3,483	-23.9%	Shares	Sole	2025-01-31
2024-09-30	$701,182	4,579	-8.3%	Shares	Sole	2024-10-15
2024-06-30	$618,009	4,992	-0.1%	Shares	Sole	2024-07-11
2024-03-31	$656,455	4,997	-10.4%	Shares	Sole	2024-04-16
2023-12-31	$730,402	5,579	-10.1%	Shares	Sole	2024-01-09
2023-09-30	$665,232	6,209	+0.1%	Shares	Sole	2023-10-10
2023-06-30	$576,414	6,200	-9.2%	Shares	Sole	2023-07-12
2023-03-31	$599,508	6,825	-9.9%	Shares	Sole	2023-04-20
2022-09-30	$634,362	7,579	+0.3%	Shares	Sole	2022-10-18
2022-06-30	$689,698	7,560	+0.3%	Shares	Sole	2022-07-12
2022-03-31	$957,127	7,540	+0.2%	Shares	Sole	2022-04-29
2021-12-31	$973,530	7,524	+0.5%	Shares	Sole	2022-01-28
2021-09-30	$870,572	7,483	-0.5%	Shares	Sole	2021-10-25
2021-06-30	$730,881	7,524	-4.9%	Shares	Sole	2021-07-27
2021-03-31	$589,532	7,910	-3.4%	Shares	Sole	2021-04-19
2020-12-31	$530,793	8,190	-15.7%	Shares	Sole	2021-01-21
2020-09-30	$506,914	9,711	—	Shares	Sole	2020-10-27
No filing history on record for this holder in this stock.