Capital Planning Advisors, LLC

Position in BX — Blackstone Inc.

CIK 1631941 Roseville, CA

Position in BX

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$3,483,737

-$1,388,165 QoQ

Shares Held

30,296

-4.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Capital Planning Advisors, LLC holds $4,313,680 across 5 Asset Management names. BX ranks #1 (80.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc. This page	30,296	$3,483,737
2	BXSL	Blackstone Secured Lending Fund	9,590	$227,187
3	PSLV	Sprott Physical Silver Trust	9,125	$222,558
4	OTF	Blue Owl Technology Finance Corp.	17,829	$220,901
5	OBDC	Blue Owl Capital Corp	14,403	$159,297

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,483,737	30,296	-4.1%	Shares	Sole	2026-05-14
2025-12-31	$4,871,902	31,607	-3.5%	Shares	Sole	2026-02-17
2025-09-30	$5,595,679	32,752	+5.7%	Shares	Sole	2025-11-07
2025-06-30	$4,634,885	30,986	+1.3%	Shares	Sole	2025-08-14
2025-03-31	$4,275,730	30,589	-0.3%	Shares	Sole	2025-05-12
2024-12-31	$5,290,362	30,683	+6.2%	Shares	Sole	2025-01-17
2024-09-30	$4,422,700	28,882	+3.3%	Shares	Sole	2024-11-12
2024-06-30	$3,461,200	27,958	+4.2%	Shares	Sole	2024-08-12
2024-03-31	$3,523,868	26,824	-10.5%	Shares	Sole	2024-05-15
2023-12-31	$3,925,505	29,984	+3.0%	Shares	Sole	2024-02-12
2023-09-30	$3,119,916	29,120	+0.3%	Shares	Sole	2023-10-30
2023-06-30	$2,699,383	29,035	+8.2%	Shares	Sole	2023-08-01
2023-03-31	$2,356,571	26,828	-10.5%	Shares	Sole	2023-05-15
2022-12-31	$2,223,474	29,970	+4.4%	Shares	Sole	2023-02-10
2022-09-30	$2,403,361	28,714	-0.2%	Shares	Sole	2022-11-14
2022-06-30	$2,625,416	28,778	+0.5%	Shares	Sole	2022-08-10
2022-03-31	$3,636,704	28,649	+2.6%	Shares	Sole	2022-05-10
2021-12-31	$3,611,274	27,910	-3.5%	Shares	Sole	2022-02-14
2021-09-30	$3,366,181	28,934	-0.5%	Shares	Sole	2021-11-09
2021-06-30	$2,825,705	29,089	-6.7%	Shares	Sole	2021-08-13
2021-03-31	$2,324,888	31,194	+32.7%	Shares	Sole	2021-04-30
2020-12-31	$1,523,747	23,511	+31.6%	Shares	Sole	2021-02-04
2020-09-30	$932,396	17,862	+37.9%	Shares	Sole	2020-11-12
2020-06-30	$733,747	12,950	—	Shares	Sole	2020-08-06
No filing history on record for this holder in this stock.