Segment Wealth Management, LLC

Position in BX — Blackstone Inc.

CIK 1575581 HOUSTON, TX

Position in BX

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$855,225

+$135,963 QoQ

Shares Held

7,268

+16.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#131

of 308 holders

Holding Since

Mar 2020

26 quarters on record

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

Financial Services · as of Jun 30, 2026

Segment Wealth Management, LLC holds $18,826,434 across 10 Asset Management names. BX ranks #5 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APO	Apollo Global Management, Inc.	58,240	$6,890,374
2	MAIN	Main Street Capital CORP	114,748	$5,953,126
3	KKR	KKR & Co. Inc.	18,699	$1,716,194
4	BN	BROOKFIELD Corp /ON/	26,977	$1,148,950
5	BX	Blackstone Inc. This page	7,268	$855,225
6	TYG	Tortoise Energy Infrastructure Corp	15,000	$643,050
7	AMP	Ameriprise Financial Inc	1,138	$522,068
8	GBDC	GOLUB CAPITAL BDC, Inc.	30,550	$393,484

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$855,225	7,268	+16.2%	Shares	Sole	2026-07-16
2026-03-31	$719,262	6,255	-24.7%	Shares	Sole	2026-04-20
2025-12-31	$1,280,595	8,308	+11.9%	Shares	Sole	2026-01-29
2025-09-30	$1,268,561	7,425	-43.6%	Shares	Sole	2025-10-20
2025-06-30	$1,970,267	13,172	-86.3%	Shares	Sole	2025-07-21
2025-03-31	$13,407,557	95,919	+10.6%	Shares	Sole	2025-04-22
2024-12-31	$14,949,503	86,704	+607.2%	Shares	Sole	2025-01-17
2024-09-30	$1,877,373	12,260	0.0%	Shares	Sole	2024-10-22
2024-06-30	$1,517,788	12,260	0.0%	Shares	Sole	2024-07-23
2024-03-31	$1,610,596	12,260	0.0%	Shares	Sole	2024-04-24
2023-12-31	$1,605,079	12,260	-0.8%	Shares	Sole	2024-01-26
2023-09-30	$1,324,250	12,360	0.0%	Shares	Sole	2023-10-25
2023-06-30	$1,149,109	12,360	-2.8%	Shares	Sole	2023-08-22
2023-03-31	$1,116,446	12,710	-10.6%	Shares	Sole	2023-04-20
2022-12-31	$1,054,239	14,210	-87.1%	Shares	Sole	2023-01-13
2022-09-30	$9,253,369	110,554	+4.9%	Shares	Sole	2022-10-24
2022-06-30	$9,614,091	105,383	+5.9%	Shares	Sole	2022-07-20
2022-03-31	$12,631,926	99,511	+6.4%	Shares	Sole	2022-04-25
2021-12-31	$12,106,375	93,565	-0.3%	Shares	Sole	2022-01-24
2021-09-30	$10,920,835	93,870	+1.8%	Shares	Sole	2021-10-19
2021-06-30	$8,955,628	92,193	+880.8%	Shares	Sole	2021-07-20
2021-03-31	$700,582	9,400	-15.9%	Shares	Sole	2021-05-10
2020-12-31	$724,186	11,174	+3.2%	Shares	Sole	2021-01-27
2020-09-30	$565,326	10,830	0.0%	Shares	Sole	2020-10-27
2020-06-30	$613,627	10,830	0.0%	Shares	Sole	2020-07-15
2020-03-31	$493,523	10,830	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.