SAGE RHINO CAPITAL LLC

Position in BX — Blackstone Inc.

CIK 1771605 MENLO PARK, CA

Position in BX

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$664,600

-$125,956 QoQ

Shares Held

5,648

-17.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,207

of 2,112 holders

Holding Since

Sep 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SAGE RHINO CAPITAL LLC holds $2,701,610 across 4 Asset Management names. BX ranks #3 (24.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	1,257	$1,208,680
2	KKR	KKR & Co. Inc.	7,332	$672,930
3	BX	Blackstone Inc. This page	5,648	$664,600
4	ETB	Eaton Vance Tax-Managed Buy-Write Income Fund	10,000	$155,400

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$664,600	5,648	-17.8%	Shares	Sole	2026-08-03
2026-03-31	$790,556	6,875	+12.8%	Shares	Sole	2026-04-28
2025-12-31	$939,483	6,095	-3.9%	Shares	Sole	2026-01-30
2025-09-30	$1,083,530	6,342	-21.1%	Shares	Sole	2025-10-31
2025-06-30	$1,202,024	8,036	+0.8%	Shares	Sole	2025-07-17
2025-03-31	$1,114,465	7,973	+4.1%	Shares	Sole	2025-05-01
2024-12-31	$1,320,909	7,661	-1.8%	Shares	Sole	2025-02-06
2024-09-30	$1,194,414	7,800	+2.4%	Shares	Sole	2024-11-01
2024-06-30	$942,860	7,616	+0.6%	Shares	Sole	2024-07-30
2024-03-31	$994,865	7,573	+9.9%	Shares	Sole	2024-04-26
2023-12-31	$902,169	6,891	+1.5%	Shares	Sole	2024-02-05
2023-09-30	$727,052	6,786	+0.1%	Shares	Sole	2023-10-26
2023-06-30	$630,429	6,781	-7.1%	Shares	Sole	2023-07-31
2023-03-31	$641,144	7,299	+250.4%	Shares	Sole	2023-04-21
2022-03-31	$264,416	2,083	+0.0%	Shares	Sole	2022-04-27
2021-12-31	$269,389	2,082	+0.2%	Shares	Sole	2022-02-04
2021-09-30	$241,638	2,077	—	Shares	Sole	2021-10-18
No filing history on record for this holder in this stock.