Beta Wealth Group, Inc.

Position in BX — Blackstone Inc.

CIK 1594417 SAN DIEGO, CA

Position in BX

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$909,225

-$355,647 QoQ

Shares Held

7,907

-3.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.82%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Financial Services · as of Mar 31, 2026

Beta Wealth Group, Inc. holds $7,089,640 across 4 Asset Management names. BX ranks #3 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PDI	PIMCO Dynamic Income Fund	227,453	$3,891,720
2	PTY	Pimco Corporate & Income Opportunity Fund	176,721	$2,131,255
3	BX	Blackstone Inc. This page	7,907	$909,225
4	PML	Pimco Municipal Income Fund II	20,798	$157,440

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$909,225	7,907	-3.6%	Shares	Sole	2026-05-07
2025-12-31	$1,264,872	8,206	-6.6%	Shares	Sole	2026-02-13
2025-09-30	$1,501,088	8,786	-74.8%	Shares	Sole	2025-11-07
2025-06-30	$5,209,871	34,830	-17.9%	Shares	Sole	2025-08-11
2025-03-31	$5,927,091	42,403	+3.0%	Shares	Sole	2025-05-09
2024-12-31	$7,094,738	41,148	-6.6%	Shares	Sole	2025-01-31
2024-09-30	$6,743,385	44,037	-8.8%	Shares	Sole	2024-11-01
2024-06-30	$5,975,330	48,266	+6.1%	Shares	Sole	2024-08-12
2024-03-31	$5,975,495	45,486	-10.9%	Shares	Sole	2024-05-15
2023-12-31	$6,683,596	51,051	-12.8%	Shares	Sole	2024-02-12
2023-09-30	$6,272,618	58,546	-8.8%	Shares	Sole	2023-11-13
2023-06-30	$5,965,884	64,170	+0.1%	Shares	Sole	2023-08-11
2023-03-31	$5,631,071	64,106	+2.7%	Shares	Sole	2023-05-09
2022-12-31	$4,631,162	62,423	+13.4%	Shares	Sole	2023-02-13
2022-09-30	$4,606,011	55,030	+10.8%	Shares	Sole	2022-11-01
2022-06-30	$4,529,204	49,646	-5.3%	Shares	Sole	2022-08-05
2022-03-31	$6,651,275	52,397	-8.7%	Shares	Sole	2022-05-12
2021-12-31	$7,427,762	57,406	0.0%	Shares	Sole	2022-02-14
2021-09-30	$6,678,614	57,406	-23.8%	Shares	Sole	2021-11-12
2021-06-30	$7,320,081	75,356	+1.2%	Shares	Sole	2021-08-16
2021-03-31	$5,548,758	74,450	+3.8%	Shares	Sole	2021-05-11
2020-12-31	$4,649,728	71,744	—	Shares	Sole	2021-03-18
No filing history on record for this holder in this stock.