Smith Salley Wealth Management

Position in BX — Blackstone Inc.

CIK 1482012 GREENSBORO, NC

Position in BX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,078,758

+$67,238 QoQ

Shares Held

17,666

+1.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#775

of 2,112 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Smith Salley Wealth Management holds $40,012,069 across 5 Asset Management names. BX ranks #4 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BN	BROOKFIELD Corp /ON/	648,145	$27,604,495
2	BAM	Brookfield Asset Management Ltd.	112,311	$5,037,148
3	BLK	BlackRock, Inc.	4,470	$4,298,173
4	BX	Blackstone Inc. This page	17,666	$2,078,758
5	NTRS	Northern Trust Corp	5,715	$993,495

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,078,758	17,666	+1.0%	Shares	Sole	2026-07-23
2026-03-31	$2,011,520	17,493	+20.1%	Shares	Sole	2026-04-16
2025-12-31	$2,244,586	14,562	+1.1%	Shares	Sole	2026-01-27
2025-09-30	$2,460,923	14,404	+16.3%	Shares	Sole	2025-10-20
2025-06-30	$1,853,146	12,389	+36.4%	Shares	Sole	2025-07-17
2025-03-31	$1,269,621	9,083	+4.9%	Shares	Sole	2025-04-25
2024-12-31	$1,492,812	8,658	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.