KMG FIDUCIARY PARTNERS, LLC

Position in BX — Blackstone Inc.

CIK 1773205 TOLEDO, OH

Position in BX

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$585,069

-$71,567 QoQ

Shares Held

5,088

+19.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

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

Financial Services · as of Mar 31, 2026

KMG FIDUCIARY PARTNERS, LLC holds $12,781,405 across 4 Asset Management names. BX ranks #3 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	8,982	$8,638,079
2	EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	364,289	$3,154,742
3	BX	Blackstone Inc. This page	5,088	$585,069
4	AMP	Ameriprise Financial Inc	908	$403,515

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$585,069	5,088	+19.4%	Shares	Sole	2026-04-13
2025-12-31	$656,636	4,260	-1.1%	Shares	Sole	2026-01-14
2025-09-30	$735,680	4,306	+0.7%	Shares	Sole	2025-10-10
2025-06-30	$639,604	4,276	-3.3%	Shares	Sole	2025-07-10
2025-03-31	$617,967	4,421	-0.1%	Shares	Sole	2025-04-14
2024-12-31	$762,958	4,425	-0.1%	Shares	Sole	2025-01-15
2024-09-30	$678,365	4,430	0.0%	Shares	Sole	2024-10-17
2024-06-30	$548,434	4,430	0.0%	Shares	Sole	2024-07-18
2024-03-31	$581,969	4,430	-19.0%	Shares	Sole	2024-04-10
2023-12-31	$715,739	5,467	-3.8%	Shares	Sole	2024-01-10
2023-09-30	$608,876	5,683	-2.9%	Shares	Sole	2023-10-25
2023-06-30	$544,246	5,854	-75.7%	Shares	Sole	2023-07-14
2023-03-31	$2,116,856	24,099	+49.6%	Shares	Sole	2023-04-13
2022-12-31	$1,195,200	16,110	+2.2%	Shares	Sole	2023-01-12
2022-09-30	$1,319,112	15,760	-0.4%	Shares	Sole	2022-10-27
2022-06-30	$1,444,079	15,829	-1.3%	Shares	Sole	2022-07-13
2022-03-31	$2,035,990	16,039	-11.0%	Shares	Sole	2022-04-19
2021-12-31	$2,332,901	18,030	+1.7%	Shares	Sole	2022-01-12
2021-09-30	$2,061,777	17,722	-12.5%	Shares	Sole	2021-10-12
2021-06-30	$1,966,502	20,244	-0.4%	Shares	Sole	2021-07-20
2021-03-31	$1,514,300	20,318	+13.6%	Shares	Sole	2021-04-08
2020-12-31	$1,159,386	17,889	+10.0%	Shares	Sole	2021-01-13
2020-09-30	$848,667	16,258	—	Shares	Sole	2020-10-13
No filing history on record for this holder in this stock.