PFG Private Wealth Management, LLC

Position in BX — Blackstone Inc.

CIK 1799957 LUTZ, FL

Position in BX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$367,718

+$46,091 QoQ

Shares Held

3,125

+11.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.63%

of 13F equity value

Holder Rank

#1,477

of 2,112 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PFG Private Wealth Management, LLC holds $802,163 across 2 Asset Management names. BX ranks #2 (45.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AMP	Ameriprise Financial Inc	947	$434,445
2	BX	Blackstone Inc. This page	3,125	$367,718

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$367,718	3,125	+11.7%	Shares	Sole	2026-07-23
2026-03-31	$321,627	2,797	+17.1%	Shares	Sole	2026-05-15
2025-12-31	$368,240	2,389	+43.3%	Shares	Sole	2026-01-15
2025-06-30	$249,349	1,667	+6.4%	Shares	Sole	2025-08-11
2025-03-31	$219,035	1,567	+3.9%	Shares	Sole	2025-05-13
2024-12-31	$260,009	1,508	-0.7%	Shares	Sole	2025-02-06
2024-09-30	$232,451	1,518	-15.8%	Shares	Sole	2024-11-05
2024-06-30	$223,211	1,803	-1.2%	Shares	Sole	2024-07-15
2024-03-31	$239,750	1,825	-9.0%	Shares	Sole	2024-04-23
2023-12-31	$262,494	2,005	+530.5%	Shares	Sole	2024-01-22
2023-09-30	$34,070	318	-67.6%	Shares	Sole	2023-10-24
2023-06-30	$91,203	981	+0.4%	Shares	Sole	2023-07-17
2023-03-31	$85,819	977	+29.7%	Shares	Sole	2023-05-01
2022-12-31	$55,865	753	-18.7%	Shares	Sole	2023-01-19
2022-09-30	$77,506	926	-3.2%	Shares	Sole	2022-11-04
2022-06-30	$87,307	957	0.0%	Shares	Sole	2022-07-19
2022-03-31	$121,481	957	+4250.0%	Shares	Sole	2022-04-25
2021-12-31	$2,846	22	0.0%	Shares	Sole	2022-01-27
2021-09-30	$2,559	22	—	Shares	Sole	2021-11-04
No filing history on record for this holder in this stock.