Shepherd Financial Partners LLC

Position in BX — Blackstone Inc.

CIK 1696628 WINCHESTER, MA

Position in BX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,366,068

+$57,231 QoQ

Shares Held

28,606

-0.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#626

of 2,112 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Shepherd Financial Partners LLC holds $8,996,684 across 5 Asset Management names. BX ranks #2 (37.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	4,926	$4,736,644
2	BX	Blackstone Inc. This page	28,606	$3,366,068
3	PFG	Principal Financial Group Inc	3,026	$326,142
4	MSIF	Msc Income Fund, Inc.	28,187	$326,123
5	APO	Apollo Global Management, Inc.	2,043	$241,707

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,366,068	28,606	-0.6%	Shares	Sole	2026-08-10
2026-03-31	$3,308,837	28,775	-11.6%	Shares	Sole	2026-05-11
2025-12-31	$5,017,565	32,552	-0.9%	Shares	Sole	2026-02-10
2025-09-30	$5,613,789	32,858	+1.5%	Shares	Sole	2025-11-07
2025-06-30	$4,841,605	32,368	+2.7%	Shares	Sole	2025-08-13
2025-03-31	$4,405,166	31,515	+2.4%	Shares	Sole	2025-04-18
2024-12-31	$5,305,363	30,770	+3.6%	Shares	Sole	2025-01-28
2024-09-30	$4,548,726	29,705	-1.8%	Shares	Sole	2024-10-28
2024-06-30	$3,743,093	30,235	+0.2%	Shares	Sole	2024-08-08
2024-03-31	$3,964,615	30,179	+2.8%	Shares	Sole	2024-04-23
2023-12-31	$3,843,680	29,359	-1.4%	Shares	Sole	2024-02-12
2023-09-30	$3,190,736	29,781	-0.2%	Shares	Sole	2023-11-08
2023-06-30	$2,774,968	29,848	+11.1%	Shares	Sole	2023-08-11
2023-03-31	$2,360,875	26,877	+9.8%	Shares	Sole	2023-05-02
2022-12-31	$1,816,171	24,480	+6.9%	Shares	Sole	2023-02-14
2022-09-30	$1,915,893	22,890	+2.8%	Shares	Sole	2022-11-09
2022-06-30	$2,031,692	22,270	+1.4%	Shares	Sole	2022-08-15
2022-03-31	$2,786,840	21,954	-1.1%	Shares	Sole	2022-05-13
2021-12-31	$2,873,234	22,206	+0.1%	Shares	Sole	2022-02-14
2021-09-30	$2,579,955	22,176	-5.9%	Shares	Sole	2021-11-15
2021-06-30	$2,290,269	23,577	+0.2%	Shares	Sole	2021-08-16
2021-03-31	$1,754,361	23,539	+0.2%	Shares	Sole	2021-05-14
2020-12-31	$1,521,803	23,481	+0.2%	Shares	Sole	2021-02-16
2020-09-30	$1,223,568	23,440	+0.1%	Shares	Sole	2020-11-16
2020-06-30	$1,326,467	23,411	+0.1%	Shares	Sole	2020-08-05
2020-03-31	$1,066,292	23,399	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.