Waverly Advisors, LLC

Position in BX — Blackstone Inc.

CIK 1568787 BIRMINGHAM, AL

Position in BX

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

Position Value

$15,874,484

-$3,743,376 QoQ

Shares Held

138,051

+8.5% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 11.700023904209313.ToString("F0")% Shared 0.ToString("F0")% None 88.29997609579068.ToString("F0")%

Financial Services · as of Mar 31, 2026

Waverly Advisors, LLC holds $113,231,303 across 79 Asset Management names. BX ranks #2 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	21,609	$20,781,591
2	BX	Blackstone Inc. This page	138,051	$15,874,484
3	KKR	KKR & Co. Inc.	113,145	$10,465,912
4	RJF	Raymond James Financial Inc	52,198	$7,557,748
5	HASI	HA Sustainable Infrastructure Capital, Inc.	203,785	$7,489,098
6	STT	State Street Corp	39,280	$4,971,276
7	ARCC	Ares Capital Corp	186,373	$3,358,441
8	PSLV	Sprott Physical Silver Trust	118,250	$2,884,117

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$15,874,484	138,051	+8.5%	Shares	Sole	2026-05-15
2025-12-31	$19,617,860	127,273	+313.2%	Shares	Sole	2026-02-17
2025-09-30	$5,262,180	30,800	-26.8%	Shares	Sole	2025-11-14
2025-06-30	$6,296,869	42,097	+44.5%	Shares	Sole	2025-08-14
2025-03-31	$4,072,909	29,138	+5.2%	Shares	Sole	2025-05-15
2024-12-31	$4,777,413	27,708	+23.1%	Shares	Sole	2025-02-14
2024-09-30	$3,446,037	22,504	+5.3%	Shares	Sole	2024-11-14
2024-06-30	$2,644,738	21,363	+6.6%	Shares	Sole	2024-08-14
2024-03-31	$2,632,522	20,039	+322.9%	Shares	Sole	2024-05-15
2023-12-31	$620,428	4,739	+21.0%	Shares	Other	2024-02-14
2023-09-30	$419,667	3,917	+41.6%	Shares	Sole	2023-11-14
2023-06-30	$257,247	2,767	+8.6%	Shares	Sole	2023-08-15
2023-03-31	$223,816	2,548	—	Shares	Sole	2023-05-16
No filing history on record for this holder in this stock.