Pinnacle Wealth Planning Services, Inc.

Position in BX — Blackstone Inc.

CIK 1726752 MANSFIELD, OH

Position in BX

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$370,957

-$208,455 QoQ

Shares Held

3,226

-14.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

10 quarters on record

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

Financial Services · as of Mar 31, 2026

Pinnacle Wealth Planning Services, Inc. holds $11,073,923 across 150 Asset Management names. BX ranks #4 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KKR	KKR & Co. Inc.	19,040	$1,761,200
2	BLK	BlackRock, Inc.	1,175	$1,130,009
3	AMP	Ameriprise Financial Inc	855	$379,962
4	BX	Blackstone Inc. This page	3,226	$370,957
5	ARCC	Ares Capital Corp	20,445	$368,418
6	WT	WisdomTree, Inc.	23,868	$347,518
7	DSU	Blackrock Debt Strategies Fund, Inc.	35,345	$338,958
8	GDV	Gabelli Dividend & Income Trust	8,862	$238,653

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$370,957	3,226	-14.2%	Shares	Sole	2026-05-11
2025-12-31	$579,412	3,759	-1.1%	Shares	Sole	2026-02-13
2025-09-30	$649,059	3,799	+72.1%	Shares	Sole	2025-11-13
2025-06-30	$330,272	2,208	+24.0%	Shares	Sole	2025-08-11
2025-03-31	$248,948	1,781	+2.6%	Shares	Sole	2025-05-15
2024-12-31	$299,321	1,736	-20.2%	Shares	Sole	2025-02-27
2024-09-30	$333,210	2,176	+1.7%	Shares	Sole	2024-11-13
2024-06-30	$264,808	2,139	+11.6%	Shares	Sole	2024-08-09
2024-03-31	$251,836	1,917	+2006.6%	Shares	Sole	2024-05-10
2020-12-31	$5,897	91	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.