Colonial Trust Advisors

Position in BX — Blackstone Inc.

CIK 1567993 SPARTANBURG, SC

Position in BX

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$10,883,803

-$3,298,464 QoQ

Shares Held

94,650

+2.9% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

1.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

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

Financial Services · as of Mar 31, 2026

Colonial Trust Advisors holds $19,955,500 across 25 Asset Management names. BX ranks #1 (54.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc. This page	94,650	$10,883,803
2	BAM	Brookfield Asset Management Ltd.	99,437	$4,419,974
3	CET	Central Securities Corp	50,542	$2,509,915
4	BLK	BlackRock, Inc.	1,441	$1,385,824
5	PHYS	Sprott Physical Gold Trust	5,000	$177,200
6	STEW	SRH Total Return Fund, Inc.	5,289	$90,441
7	EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	8,750	$75,775
8	JOF	Japan Smaller Capitalization Fund Inc	6,399	$69,749

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,883,803	94,650	+2.9%	Shares	Sole	2026-05-12
2025-12-31	$14,182,267	92,009	+3.9%	Shares	Sole	2026-02-12
2025-09-30	$15,135,259	88,588	+0.1%	Shares	Sole	2025-11-10
2025-06-30	$13,233,193	88,469	+0.8%	Shares	Sole	2025-08-13
2025-03-31	$12,268,211	87,768	+1.9%	Shares	Sole	2025-05-14
2024-12-31	$14,856,396	86,164	-1.6%	Shares	Sole	2025-02-13
2024-09-30	$13,413,269	87,594	+1.7%	Shares	Sole	2024-11-12
2024-06-30	$10,657,694	86,088	+1.4%	Shares	Sole	2024-08-14
2024-03-31	$11,149,897	84,874	-0.0%	Shares	Sole	2024-05-14
2023-12-31	$11,117,202	84,916	+1.5%	Shares	Sole	2024-02-14
2023-09-30	$8,962,796	83,655	-0.7%	Shares	Sole	2023-11-13
2023-06-30	$7,832,257	84,245	-3.1%	Shares	Sole	2023-08-14
2023-03-31	$7,635,140	86,921	-2.1%	Shares	Sole	2023-05-11
2022-12-31	$6,586,514	88,779	-0.9%	Shares	Sole	2023-02-14
2022-09-30	$7,496,423	89,563	+3.0%	Shares	Sole	2022-11-14
2022-06-30	$7,935,824	86,987	-0.3%	Shares	Sole	2022-08-12
2022-03-31	$11,072,341	87,225	+0.2%	Shares	Sole	2022-05-09
2021-12-31	$11,260,682	87,029	-2.2%	Shares	Sole	2022-02-14
2021-09-30	$10,353,329	88,992	-0.7%	Shares	Sole	2021-11-12
2021-06-30	$8,702,772	89,590	-0.5%	Shares	Sole	2021-08-05
2021-03-31	$6,711,128	90,046	-1.3%	Shares	Sole	2021-05-10
2020-12-31	$5,914,884	91,265	+10.0%	Shares	Sole	2021-01-29
2020-09-30	$4,330,668	82,963	+47.1%	Shares	Sole	2020-10-26
2020-06-30	$3,196,247	56,411	+22.9%	Shares	Sole	2020-08-10
2020-03-31	$2,091,981	45,907	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.