Triangle Securities Wealth Management

Broker-Dealer

Position in BX — Blackstone Inc.

CIK 1541353 RALEIGH, NC

Position in BX

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

Position Value

$10,439,681

+$5,402,315 QoQ

Shares Held

88,720

+102.5% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

4.25%

of 13F equity value

Holder Rank

#353

of 2,112 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Triangle Securities Wealth Management holds $23,474,340 across 5 Asset Management names. BX ranks #1 (44.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc. This page	88,720	$10,439,681
2	BN	BROOKFIELD Corp /ON/	157,329	$6,700,642
3	KKR	KKR & Co. Inc.	57,780	$5,303,048
4	NTRS	Northern Trust Corp	4,373	$760,202
5	CG	Carlyle Group Inc.	6,430	$270,767

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,439,681	88,720	+102.5%	Shares	Sole	2026-07-14
2026-03-31	$5,037,366	43,807	+1.0%	Shares	Sole	2026-04-20
2025-12-31	$6,687,980	43,389	-1.6%	Shares	Sole	2026-01-13
2025-09-30	$7,529,872	44,073	-2.8%	Shares	Sole	2025-10-15
2025-06-30	$6,779,713	45,325	-2.4%	Shares	Sole	2025-07-10
2025-03-31	$6,488,028	46,416	-2.5%	Shares	Sole	2025-04-10
2024-12-31	$8,210,295	47,618	-5.3%	Shares	Sole	2025-01-15
2024-09-30	$7,697,998	50,271	-3.0%	Shares	Sole	2024-11-14
2024-06-30	$6,413,954	51,809	-3.4%	Shares	Sole	2024-07-10
2024-03-31	$7,042,351	53,607	-5.6%	Shares	Sole	2024-04-10
2023-12-31	$7,432,983	56,775	-1.6%	Shares	Sole	2024-01-10
2023-09-30	$6,180,156	57,683	-1.0%	Shares	Sole	2023-10-10
2023-06-30	$5,419,221	58,290	-0.7%	Shares	Sole	2023-07-13
2023-03-31	$5,156,559	58,704	-2.0%	Shares	Sole	2023-04-20
2022-12-31	$4,445,984	59,927	-0.9%	Shares	Sole	2023-01-11
2022-09-30	$5,063,096	60,491	+4.0%	Shares	Sole	2022-10-19
2022-06-30	$5,307,031	58,172	-4.4%	Shares	Sole	2022-07-11
2022-03-31	$7,726,710	60,869	-0.9%	Shares	Sole	2022-04-13
2021-12-31	$7,949,074	61,435	-1.5%	Shares	Sole	2022-01-14
2021-09-30	$7,253,566	62,348	+1.5%	Shares	Sole	2021-10-14
2021-06-30	$5,967,310	61,430	+4.0%	Shares	Sole	2021-07-12
2021-03-31	$4,400,698	59,046	+14.7%	Shares	Sole	2021-04-12
2020-12-31	$3,337,455	51,496	—	Shares	Sole	2021-01-11
No filing history on record for this holder in this stock.