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Equibles

Zhang Financial LLC

Position in BX — Blackstone Inc.

CIK 1776290 PORTAGE, MI
Back to BX Full portfolio

Position in BX

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$1,179,994
-$178,957 QoQ
Shares Held
10,028
-15.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#987
of 2,124 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in BX Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Zhang Financial LLC holds $10,784,791 across 9 Asset Management names. BX ranks #4 (10.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMP
Ameriprise Financial Inc
 8,317 $3,815,506
2 APO
Apollo Global Management, Inc.
 15,352 $1,816,295
3 BLK
BlackRock, Inc.
 1,298 $1,248,104
4 BX
Blackstone Inc.
This page 		10,028 $1,179,994
5 KKR
KKR & Co. Inc.
 12,740 $1,169,277
6 STT
State Street Corp
 3,284 $556,966
7 CG
Carlyle Group Inc.
 12,734 $536,228
8 ARES
Ares Management Corp
 2,705 $301,093

All Filings in BX

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,179,994 10,028
2026-03-31 $1,358,951 11,818
2025-12-31 $1,981,315 12,854
2025-09-30 $2,147,071 12,567
2025-06-30 $1,810,217 12,102
2025-03-31 $1,689,940 12,090
2024-12-31 $1,649,542 9,567
2024-09-30 $1,438,809 9,396
2024-06-30 $1,275,263 10,301
2024-03-31 $1,420,635 10,814
2023-12-31 $1,462,114 11,168
2023-09-30 $1,494,710 13,951
2023-06-30 $1,116,383 12,008
2023-03-31 $1,151,933 13,114
2022-12-31 $897,328 12,095
2022-09-30 $1,052,109 12,570
2022-06-30 $1,052,429 11,536
2022-03-31 $1,309,005 10,312
2021-12-31 $421,164 3,255