Strategic Wealth Partners, Ltd.

Position in BX — Blackstone Inc.

CIK 1720777 INDEPENDENCE, OH

Position in BX

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$14,708,945

+$1,575,447 QoQ

Shares Held

127,915

+50.1% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

1.65%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

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

Financial Services · as of Mar 31, 2026

Strategic Wealth Partners, Ltd. holds $50,689,131 across 68 Asset Management names. BX ranks #1 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc. This page	127,915	$14,708,945
2	BLK	BlackRock, Inc.	11,578	$11,134,678
3	OWL	Blue Owl Capital Inc.	412,800	$3,768,864
4	BN	BROOKFIELD Corp /ON/	80,533	$3,259,170
5	DSU	Blackrock Debt Strategies Fund, Inc.	329,048	$3,155,570
6	PTY	Pimco Corporate & Income Opportunity Fund	198,061	$2,388,615
7	OBDC	Blue Owl Capital Corp	211,335	$2,337,365
8	DSL	DoubleLine Income Solutions Fund	197,329	$2,137,073

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$14,708,945	127,915	+50.1%	Shares	Sole	2026-05-12
2025-12-31	$13,133,498	85,205	+2.0%	Shares	Sole	2026-05-12
2025-09-30	$14,274,859	83,552	+3.9%	Shares	Sole	2025-11-14
2025-06-30	$12,024,437	80,388	+506.8%	Shares	Sole	2025-08-11
2024-12-31	$2,284,047	13,247	+9.0%	Shares	Sole	2025-02-14
2024-09-30	$1,861,601	12,157	-25.5%	Shares	Sole	2024-10-08
2024-06-30	$2,020,539	16,321	-61.7%	Shares	Sole	2024-10-08
2024-03-31	$5,596,493	42,601	-13.2%	Shares	Sole	2024-05-20
2023-12-31	$6,428,957	49,106	+25.5%	Shares	Sole	2024-05-20
2023-09-30	$4,190,995	39,117	-39.0%	Shares	Sole	2024-05-20
2023-06-30	$5,961,422	64,122	+122.4%	Shares	Sole	2024-05-20
2023-03-31	$2,532,075	28,826	+6.1%	Shares	Sole	2023-04-24
2022-12-31	$2,015,519	27,167	-14.2%	Shares	Sole	2023-04-24
2022-09-30	$2,651,113	31,674	-5.6%	Shares	Sole	2023-04-24
2022-06-30	$3,059,945	33,541	-22.8%	Shares	Sole	2022-08-22
2022-03-31	$5,515,543	43,450	+22.5%	Shares	Sole	2022-05-19
2021-12-31	$4,588,040	35,459	+16.1%	Shares	Sole	2022-02-11
2021-09-30	$3,552,790	30,538	+12.6%	Shares	Sole	2021-11-12
2021-06-30	$2,634,825	27,124	-14.6%	Shares	Sole	2021-08-25
2021-03-31	$2,366,998	31,759	+5.2%	Shares	Sole	2021-05-24
2020-12-31	$1,955,771	30,177	+5.6%	Shares	Sole	2021-02-18
2020-09-30	$1,491,510	28,573	-7.6%	Shares	Sole	2020-11-10
2020-06-30	$1,752,777	30,935	+81.5%	Shares	Sole	2020-08-11
2020-03-31	$776,695	17,044	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.