Jacobi Capital Management LLC

Position in BX — Blackstone Inc.

CIK 1689646 PITTSTON, PA

Position in BX

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

Position Value

$1,507,403

-$336,573 QoQ

Shares Held

13,109

+9.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

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

Financial Services · as of Mar 31, 2026

Jacobi Capital Management LLC holds $17,746,944 across 23 Asset Management names. BX ranks #4 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BTT	BlackRock Municipal 2030 Target Term Trust	204,947	$4,652,296
2	AMP	Ameriprise Financial Inc	4,196	$1,864,702
3	STT	State Street Corp	14,423	$1,825,374
4	BX	Blackstone Inc. This page	13,109	$1,507,403
5	BLK	BlackRock, Inc.	1,278	$1,229,065
6	KKR	KKR & Co. Inc.	10,216	$944,980
7	BMN	BlackRock 2037 Municipal Target Term Trust	24,000	$622,560
8	PFG	Principal Financial Group Inc	6,590	$593,824

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,507,403	13,109	+9.6%	Shares	Sole	2026-05-14
2025-12-31	$1,843,976	11,963	+12.1%	Shares	Sole	2026-02-13
2025-09-30	$1,822,798	10,669	+4.4%	Shares	Sole	2025-11-07
2025-06-30	$1,529,156	10,223	+7.8%	Shares	Sole	2025-08-12
2025-03-31	$1,326,092	9,487	+4.8%	Shares	Sole	2025-05-27
2024-12-31	$1,560,401	9,050	-0.9%	Shares	Sole	2025-02-05
2024-09-30	$1,398,383	9,132	+0.4%	Shares	Sole	2024-11-14
2024-06-30	$1,125,589	9,092	-1.4%	Shares	Sole	2024-08-09
2024-03-31	$1,211,100	9,219	-4.4%	Shares	Sole	2024-05-10
2023-12-31	$1,262,985	9,647	-0.3%	Shares	Sole	2024-02-14
2023-09-30	$1,037,115	9,680	-4.0%	Shares	Sole	2023-11-13
2023-06-30	$937,602	10,085	-1.8%	Shares	Sole	2023-08-08
2023-03-31	$902,556	10,275	+10.7%	Shares	Sole	2023-05-05
2022-12-31	$688,409	9,279	+4.8%	Shares	Sole	2023-02-13
2022-09-30	$741,247	8,856	+15.3%	Shares	Sole	2022-11-09
2022-06-30	$700,920	7,683	+17.5%	Shares	Sole	2022-08-05
2022-03-31	$829,806	6,537	+13.2%	Shares	Sole	2022-05-06
2021-12-31	$747,097	5,774	+53.8%	Shares	Sole	2022-02-14
2021-09-30	$436,856	3,755	-0.8%	Shares	Sole	2021-11-15
2021-06-30	$367,772	3,786	-9.6%	Shares	Sole	2021-08-12
2021-03-31	$312,057	4,187	+0.5%	Shares	Sole	2021-05-11
2020-12-31	$269,998	4,166	+8.2%	Shares	Sole	2021-02-08
2020-09-30	$201,074	3,852	+0.3%	Shares	Sole	2020-10-30
2020-06-30	$217,631	3,841	-9.4%	Shares	Sole	2020-08-04
2020-03-31	$193,171	4,239	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.