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Equibles

PERSONAL CFO SOLUTIONS, LLC

Position in BX — Blackstone Inc.

CIK 1677501 CHESTER, NJ
Back to BX Full portfolio

Position in BX

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$465,973
+$79,262 QoQ
Shares Held
3,960
+17.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,372
of 2,128 holders
Holding Since
Mar 2022
15 quarters on record
Voting authority Sole 8% Shared 0% None 92%

Common Shares in BX Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $4,288,831 across 11 Asset Management names. BX ranks #4 (10.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMP
Ameriprise Financial Inc
 1,960 $899,169
2 BLK
BlackRock, Inc.
 559 $537,512
3 WT
WisdomTree, Inc.
 28,664 $485,568
4 BX
Blackstone Inc.
This page 		3,960 $465,973
5 ARES
Ares Management Corp
 3,269 $363,872
6 TROW
Price T Rowe Group Inc
 2,925 $332,543
7 CNS
Cohen & Steers, Inc.
 3,593 $273,571
8 APO
Apollo Global Management, Inc.
 2,189 $258,980

All Filings in BX

Export CSV
15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $465,973 3,960
2026-03-31 $386,711 3,363
2025-12-31 $666,038 4,321
2025-09-30 $747,810 4,377
2025-06-30 $721,424 4,823
2025-03-31 $648,439 4,639
2024-12-31 $771,407 4,474
2024-09-30 $555,708 3,629
2024-06-30 $430,452 3,477
2024-03-31 $387,278 2,948
2023-12-31 $336,464 2,570
2023-09-30 $268,385 2,505
2023-06-30 $245,347 2,639
2023-03-31 $218,458 2,487
2022-03-31 $264,796 2,086