HALBERT HARGROVE GLOBAL ADVISORS, LLC

Position in BX — Blackstone Inc.

CIK 1484205 LONG BEACH, CA

Position in BX

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$11,060

-$5,958 QoQ

Shares Held

-36.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,031

of 2,112 holders

Holding Since

Sep 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $1,262,889 across 21 Asset Management names. BX ranks #15 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CHI	Calamos Convertible Opportunities & Income Fund	16,550	$222,432
2	HPI	John Hancock Preferred Income Fund	13,068	$211,832
3	CSQ	Calamos Strategic Total Return Fund	7,837	$161,128
4	EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	13,800	$135,378
5	PDX	PIMCO Dynamic Income Strategy Fund	4,500	$93,690
6	ACP	abrdn Income Credit Strategies Fund	14,000	$72,800
7	PHYS	Sprott Physical Gold Trust	2,400	$72,408
8	JPC	Nuveen Preferred & Income Opportunities Fund	9,000	$70,920

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,060	94	-36.5%	Shares	Sole	2026-07-21
2026-03-31	$17,018	148	-46.8%	Shares	Sole	2026-04-17
2025-12-31	$42,850	278	+71.6%	Shares	Sole	2026-01-23
2025-09-30	$27,677	162	+21.8%	Shares	Sole	2025-10-16
2025-06-30	$19,894	133	-5.0%	Shares	Sole	2025-07-17
2025-03-31	$19,569	140	+5.3%	Shares	Sole	2025-04-18
2024-12-31	$22,931	133	-93.9%	Shares	Sole	2025-07-17
2023-12-31	$283,179	2,163	+2.6%	Shares	Other	2024-01-24
2023-09-30	$225,851	2,108	+11.1%	Shares	Other	2023-10-16
2022-03-31	$240,805	1,897	+14.9%	Shares	Other	2022-05-13
2021-12-31	$213,622	1,651	-8.9%	Shares	Other	2022-02-14
2021-09-30	$210,924	1,813	—	Shares	Other	2021-10-29
No filing history on record for this holder in this stock.