CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in BX — Blackstone Inc.
CIK 1766904
RICHMOND, VA
Position in BX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$349,358
+$29,000 QoQ
Shares Held
2,969
+6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#510
of 770 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $2,375,419 across 18 Asset Management names. BX ranks #2 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
632 | $607,699 | |
| 2 | BX |
Blackstone Inc.
This page
|
2,969 | $349,358 | |
| 3 | BAM |
Brookfield Asset Management Ltd.
|
4,762 | $213,572 | |
| 4 | AMP |
Ameriprise Financial Inc
|
422 | $193,591 | |
| 5 | KKR |
KKR & Co. Inc.
|
2,091 | $191,907 | |
| 6 | APO |
Apollo Global Management, Inc.
|
1,164 | $137,709 | |
| 7 | NTRS |
Northern Trust Corp
|
774 | $134,549 | |
| 8 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
10,563 | $124,009 |
All Filings in BX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $349,358 | 2,969 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $320,358 | 2,786 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $614,707 | 3,988 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $707,486 | 4,141 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $598,765 | 4,003 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $548,214 | 3,922 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $680,022 | 3,944 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,793,394 | 18,242 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $2,205,494 | 17,815 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $2,366,890 | 18,017 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $1,744,376 | 13,324 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $1,084,898 | 10,126 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $833,661 | 8,967 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $789,681 | 8,990 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $680,173 | 9,168 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $863,449 | 10,316 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $950,342 | 10,417 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $543,049 | 4,278 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $225,785 | 1,745 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $251,294 | 2,160 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $185,537 | 1,910 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $449,716 | 6,939 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $190,791 | 3,655 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $219,557 | 3,875 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||