Annex Advisory Services, LLC

Position in BX — Blackstone Inc.

CIK 1542287 BROOKFIELD, WI

Position in BX

as of Mar 31, 2026 · filed Apr 16, 2026 Compact

Position Value

$499,286

-$200,047 QoQ

Shares Held

4,342

-4.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Annex Advisory Services, LLC holds $41,259,432 across 12 Asset Management names. BX ranks #2 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VCTR	Victory Capital Holdings, Inc.	591,842	$38,753,814
2	BX	Blackstone Inc. This page	4,342	$499,286
3	RQI	Cohen & Steers Quality Income Realty Fund Inc	30,335	$365,536
4	FDUS	FIDUS INVESTMENT Corp	12,495	$217,662
5	ETW	Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund	24,004	$210,755
6	HTGC	Hercules Capital, Inc.	14,019	$207,060
7	FSCO	FS Credit Opportunities Corp.	38,724	$197,492
8	BLW	BLACKROCK Ltd DURATION INCOME TRUST	15,407	$193,974

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$499,286	4,342	-4.3%	Shares	Sole	2026-04-16
2025-12-31	$699,333	4,537	+3.3%	Shares	Sole	2026-01-26
2025-09-30	$750,544	4,393	+0.2%	Shares	Sole	2025-10-17
2025-06-30	$655,758	4,384	-0.3%	Shares	Sole	2025-07-11
2025-03-31	$614,752	4,398	-19.5%	Shares	Sole	2025-04-11
2024-12-31	$941,585	5,461	-4.5%	Shares	Sole	2025-01-16
2024-09-30	$876,056	5,721	-15.0%	Shares	Sole	2024-10-10
2024-06-30	$833,545	6,733	-76.7%	Shares	Sole	2024-07-12
2024-03-31	$3,800,139	28,927	+616.9%	Shares	Sole	2024-04-12
2023-12-31	$528,262	4,035	-28.2%	Shares	Sole	2024-02-13
2023-09-30	$602,341	5,622	+33.2%	Shares	Sole	2023-11-01
2023-06-30	$392,426	4,221	+0.0%	Shares	Sole	2023-07-24
2023-03-31	$370,684	4,220	-0.7%	Shares	Sole	2023-04-27
2022-12-31	$315,307	4,250	-1.7%	Shares	Sole	2023-01-30
2022-09-30	$361,835	4,323	+4.9%	Shares	Sole	2022-10-24
2022-06-30	$375,958	4,121	0.0%	Shares	Sole	2022-07-27
2022-03-31	$523,119	4,121	+2.9%	Shares	Sole	2022-04-13
2021-12-31	$518,206	4,005	+0.1%	Shares	Sole	2022-01-31
2021-09-30	$465,360	4,000	-0.1%	Shares	Sole	2021-10-18
2021-06-30	$388,851	4,003	+9.7%	Shares	Sole	2021-07-29
2021-03-31	$272,034	3,650	+0.3%	Shares	Sole	2021-04-22
2020-12-31	$235,778	3,638	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.