SlateStone Wealth, LLC

Position in BX — Blackstone Inc.

CIK 1764049 JUPITER, FL

Position in BX

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$424,083

-$192,014 QoQ

Shares Held

3,688

-7.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SlateStone Wealth, LLC holds $950,723 across 1 Asset Management name.

#	Ticker	Company	Shares	Value (USD)	Open
1	BEN	Franklin Resources Inc	28,576	$950,723

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$424,083	3,688	-7.7%	Shares	Sole	2026-05-14
2025-12-31	$616,097	3,997	+1.9%	Shares	Sole	2026-02-11
2025-09-30	$670,073	3,922	-11.6%	Shares	Sole	2025-11-05
2025-06-30	$663,836	4,438	0.0%	Shares	Sole	2025-08-12
2025-03-31	$620,343	4,438	+2.3%	Shares	Sole	2025-05-08
2024-12-31	$747,957	4,338	+6.1%	Shares	Sole	2025-02-10
2024-09-30	$625,995	4,088	+10.2%	Shares	Sole	2024-11-07
2024-06-30	$459,421	3,711	-1.9%	Shares	Sole	2024-07-25
2024-03-31	$496,709	3,781	+1.9%	Shares	Sole	2024-04-26
2023-12-31	$485,844	3,711	0.0%	Shares	Sole	2024-02-01
2023-09-30	$397,596	3,711	0.0%	Shares	Sole	2023-10-12
2023-06-30	$345,011	3,711	-0.0%	Shares	Sole	2023-08-07
2023-03-31	$326,062	3,712	+12.5%	Shares	Sole	2023-08-08
2022-12-31	$244,827	3,300	0.0%	Shares	Sole	2023-02-01
2022-09-30	$276,210	3,300	0.0%	Shares	Sole	2022-11-03
2022-06-30	$301,059	3,300	+3.1%	Shares	Sole	2022-08-04
2022-03-31	$406,208	3,200	0.0%	Shares	Sole	2022-05-04
2021-12-31	$414,048	3,200	—	Shares	Sole	2022-02-02
No filing history on record for this holder in this stock.