EVERGREEN CAPITAL MANAGEMENT LLC

Position in BX — Blackstone Inc.

CIK 1260824 Bellevue, WA

Position in BX

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$7,938,103

+$3,643,917 QoQ

Shares Held

69,033

+147.8% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 81.31473353323773.ToString("F0")% Shared 17.272898468848233.ToString("F0")% None 1.412367997914041.ToString("F0")%

Financial Services · as of Mar 31, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $139,011,349 across 46 Asset Management names. BX ranks #8 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EDD	Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.	3,460,447	$17,544,466
2	CEF	Sprott Physical Gold & Silver Trust	359,938	$17,176,241
3	TEI	Templeton Emerging Markets Income Fund	2,200,519	$13,225,119
4	FAX	Abrdn Asia-Pacific Income Fund, Inc.	916,288	$13,212,872
5	PSLV	Sprott Physical Silver Trust	400,421	$9,766,268
6	BLK	BlackRock, Inc.	8,767	$8,431,311
7	DBL	DoubleLine Opportunistic Credit Fund	548,752	$8,011,779
8	BX	Blackstone Inc. This page	69,033	$7,938,103

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,938,103	69,033	+147.8%	Shares	Sole	2026-05-14
2025-12-31	$4,294,186	27,859	+5.4%	Shares	Sole	2026-01-27
2025-09-30	$4,517,273	26,440	+6.2%	Shares	Other	2025-10-28
2025-06-30	$3,723,793	24,895	-13.6%	Shares	Other	2025-08-14
2025-03-31	$4,027,340	28,812	+3.8%	Shares	Sole	2025-05-15
2024-12-31	$4,787,758	27,768	-3.4%	Shares	Sole	2025-02-13
2024-09-30	$4,401,108	28,741	+20.1%	Shares	Other	2024-11-14
2024-06-30	$2,963,276	23,936	+1.8%	Shares	Other	2024-08-14
2024-03-31	$3,087,589	23,503	+0.0%	Shares	Sole	2024-05-15
2023-12-31	$3,075,572	23,492	+226.2%	Shares	Other	2024-02-14
2023-09-30	$771,514	7,201	+6.5%	Shares	Sole	2023-11-14
2023-06-30	$628,476	6,760	+50.7%	Shares	Other	2023-08-14
2023-03-31	$394,137	4,487	-77.1%	Shares	Sole	2023-05-15
2022-12-31	$1,454,939	19,611	-0.8%	Shares	Other	2023-02-14
2022-09-30	$1,654,665	19,769	-0.5%	Shares	Sole	2022-11-14
2022-06-30	$1,813,287	19,876	-31.7%	Shares	Sole	2022-08-15
2022-03-31	$3,695,604	29,113	+501.6%	Shares	Sole	2022-05-16
2021-12-31	$626,118	4,839	-10.7%	Shares	Sole	2022-03-11
2021-09-30	$630,330	5,418	+3.4%	Shares	Sole	2021-11-15
2021-06-30	$508,916	5,239	-4.0%	Shares	Sole	2021-08-16
2021-03-31	$406,784	5,458	-1.7%	Shares	Sole	2021-05-17
2020-12-31	$359,889	5,553	+0.5%	Shares	Sole	2021-02-16
2020-09-30	$288,300	5,523	+0.4%	Shares	Sole	2020-11-16
2020-06-30	$311,630	5,500	+0.4%	Shares	Sole	2020-08-14
2020-03-31	$249,586	5,477	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.