Allworth Financial LP

Position in BX — Blackstone Inc.

CIK 1555170 FOLSOM, CA

Position in BX

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$4,834,409

-$2,248,015 QoQ

Shares Held

42,042

-8.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 10.99852528423957.ToString("F0")% Shared 0.ToString("F0")% None 89.00147471576044.ToString("F0")%

Financial Services · as of Mar 31, 2026

Allworth Financial LP holds $53,059,732 across 288 Asset Management names. BX ranks #1 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc. This page	42,042	$4,834,409
2	BLK	BlackRock, Inc.	3,418	$3,287,124
3	CEF	Sprott Physical Gold & Silver Trust	50,610	$2,415,109
4	AMP	Ameriprise Financial Inc	4,076	$1,811,374
5	EOI	Eaton Vance Enhanced Equity Income Fund	90,158	$1,693,167
6	IVZ	Invesco Ltd.	63,339	$1,538,504
7	KKR	KKR & Co. Inc.	15,216	$1,407,480
8	NAC	Nuveen California Quality Municipal Income Fund	113,629	$1,323,777

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,834,409	42,042	-8.5%	Shares	Sole	2026-05-15
2025-12-31	$7,082,424	45,948	+8.7%	Shares	Sole	2026-02-05
2025-09-30	$7,224,392	42,285	+17.7%	Shares	Sole	2025-12-02
2025-06-30	$5,372,764	35,919	+13.3%	Shares	Sole	2025-08-07
2025-03-31	$4,432,703	31,712	-13.0%	Shares	Sole	2025-04-30
2024-12-31	$6,286,605	36,461	+34.6%	Shares	Sole	2025-01-30
2024-09-30	$4,147,679	27,086	-8.2%	Shares	Sole	2024-10-23
2024-06-30	$3,653,461	29,511	-7.8%	Shares	Sole	2024-07-24
2024-03-31	$4,205,021	32,009	+13.8%	Shares	Sole	2024-04-25
2023-12-31	$3,682,386	28,127	+10.6%	Shares	Sole	2024-01-24
2023-09-30	$2,724,248	25,427	+36.9%	Shares	Sole	2023-10-31
2023-06-30	$1,726,266	18,568	+3.5%	Shares	Sole	2023-07-18
2023-03-31	$1,576,376	17,946	-22.5%	Shares	Sole	2023-04-18
2022-12-31	$1,718,537	23,164	+1.8%	Shares	Sole	2023-01-13
2022-09-30	$1,904,258	22,751	+14.6%	Shares	Sole	2022-11-14
2022-06-30	$1,810,824	19,849	+0.3%	Shares	Sole	2022-07-13
2022-03-31	$2,511,888	19,788	+49.2%	Shares	Sole	2022-04-22
2021-12-31	$1,715,582	13,259	+94.3%	Shares	Sole	2022-01-21
2021-09-30	$793,904	6,824	+21.7%	Shares	Sole	2021-11-02
2021-06-30	$544,566	5,606	+6.5%	Shares	Sole	2021-08-02
2021-03-31	$392,325	5,264	+553.1%	Shares	Sole	2021-04-29
2020-12-31	$52,236	806	-25.2%	Shares	Sole	2021-01-26
2020-09-30	$56,271	1,078	+126.9%	Shares	Sole	2020-11-03
2020-06-30	$26,913	475	-91.7%	Shares	Sole	2020-07-24
2020-03-31	$259,794	5,701	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.