Focus Partners Wealth

Position in BX — Blackstone Inc.

CIK 1542153 ST LOUIS, MO

Position in BX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$197,122,431

-$91,563,183 QoQ

Shares Held

1,675,214

-33.3% QoQ

Ownership

0.223%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#45

of 2,112 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 75% Shared 0% None 25%

Financial Services · as of Jun 30, 2026

Focus Partners Wealth holds $1,057,379,575 across 167 Asset Management names. BX ranks #1 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc. This page	1,675,214	$197,122,431
2	APO	Apollo Global Management, Inc.	1,645,757	$194,709,510
3	BLK	BlackRock, Inc.	186,980	$179,792,488
4	BN	BROOKFIELD Corp /ON/	1,349,594	$57,479,208
5	BPRE	Bluerock Private Real Estate Fund	3,257,464	$42,379,606
6	KKR	KKR & Co. Inc.	308,259	$28,292,011
7	STT	State Street Corp	118,422	$20,084,371
8	PFG	Principal Financial Group Inc	174,626	$18,821,190

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$197,122,431	1,675,214	-33.3%	Shares	Sole	2026-08-12
2026-03-31	$288,685,614	2,510,528	+89.6%	Shares	Sole	2026-05-15
2025-12-31	$204,107,255	1,324,168	+476.1%	Shares	Sole	2026-02-13
2025-09-30	$39,271,751	229,861	+7.1%	Shares	Sole	2025-11-14
2025-06-30	$32,090,743	214,539	+3.5%	Shares	Sole	2025-08-14
2025-03-31	$28,970,243	207,256	+128.3%	Shares	Sole	2025-05-20
2024-12-31	$15,654,356	90,792	-86.4%	Shares	Sole	2025-05-20
2024-09-30	$102,208,456	667,462	+1133.8%	Shares	Sole	2024-11-14
2024-06-30	$6,697,208	54,097	+6.7%	Shares	Sole	2024-08-15
2024-03-31	$6,661,641	50,709	+372.1%	Shares	Sole	2024-05-16
2023-12-31	$1,406,342	10,742	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.