CX Institutional

Position in BX — Blackstone Inc.

CIK 1737089 AUBURN, IN

Position in BX

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$543,047

+$272,476 QoQ

Shares Held

4,615

+96.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#145

of 264 holders

Holding Since

Dec 2023

11 quarters on record

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

Financial Services · as of Jun 30, 2026

CX Institutional holds $13,060,782 across 49 Asset Management names. BX ranks #6 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc	10,540	$4,835,330
2	STT	State Street Corp	9,788	$1,660,044
3	BPRE	Bluerock Private Real Estate Fund	81,360	$1,058,493
4	RJF	Raymond James Financial Inc	4,957	$753,612
5	BLK	BlackRock, Inc.	633	$608,667
6	BX	Blackstone Inc. This page	4,615	$543,047
7	IVZ	Invesco Ltd.	16,358	$431,687
8	APO	Apollo Global Management, Inc.	3,409	$403,318

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$543,047	4,615	+96.1%	Shares	Sole	2026-07-02
2026-03-31	$270,571	2,353	-41.5%	Shares	Sole	2026-04-06
2025-12-31	$619,951	4,022	+6.1%	Shares	Sole	2026-02-02
2025-09-30	$647,350	3,789	-0.3%	Shares	Sole	2025-10-23
2025-06-30	$568,254	3,799	+15.4%	Shares	Sole	2025-07-16
2025-03-31	$460,295	3,293	-4.4%	Shares	Sole	2025-04-15
2024-12-31	$594,159	3,446	+29.4%	Shares	Sole	2025-01-21
2024-09-30	$407,785	2,663	+4.8%	Shares	Sole	2024-10-11
2024-06-30	$314,575	2,541	+4.7%	Shares	Sole	2024-07-11
2024-03-31	$318,966	2,428	+29.8%	Shares	Sole	2024-04-15
2023-12-31	$244,820	1,870	—	Shares	Sole	2024-01-12
No filing history on record for this holder in this stock.