Patriot Financial Group Insurance Agency, LLC
InsurancePosition in BX — Blackstone Inc.
CIK 1694883
Westborough, MA
Position in BX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$419,258
-$336,456 QoQ
Shares Held
3,563
-45.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,406
of 2,112 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $8,524,096 across 17 Asset Management names. BX ranks #7 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSCO |
FS Credit Opportunities Corp.
|
348,260 | $1,737,817 | |
| 2 | BLK |
BlackRock, Inc.
|
1,146 | $1,101,947 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
82,090 | $1,067,990 | |
| 4 | TROW |
Price T Rowe Group Inc
|
8,722 | $991,604 | |
| 5 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
25,466 | $474,686 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,004 | $460,595 | |
| 7 | BX |
Blackstone Inc.
This page
|
3,563 | $419,258 | |
| 8 | JRI |
Nuveen Real Asset Income & Growth Fund
|
23,241 | $301,203 |
All Filings in BX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,258 | 3,563 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $755,714 | 6,572 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $447,776 | 2,905 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $510,158 | 2,986 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $445,598 | 2,979 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $423,393 | 3,029 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $502,949 | 2,917 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $444,536 | 2,903 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $402,102 | 3,248 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $422,748 | 3,218 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $419,205 | 3,202 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $404,346 | 3,774 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $373,739 | 4,020 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $350,920 | 3,995 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $320,871 | 4,325 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $280,813 | 3,355 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $123,434 | 1,353 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $289,423 | 2,280 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $318,687 | 2,463 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $258,274 | 2,220 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $214,582 | 2,209 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $182,747 | 2,452 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $419,515 | 6,473 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $303,751 | 5,819 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $317,126 | 5,597 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $254,964 | 5,595 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||