Symphony Financial, Ltd. Co.

Position in BX — Blackstone Inc.

CIK 1800687 HOUSTON, TX

Position in BX

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$630,475

+$229,620 QoQ

Shares Held

5,358

+53.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,231

of 2,120 holders

Holding Since

Mar 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Symphony Financial, Ltd. Co. holds $2,692,273 across 5 Asset Management names. BX ranks #2 (23.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSWC	Capital Southwest Corp	42,154	$1,002,000
2	BX	Blackstone Inc. This page	5,358	$630,475
3	BLK	BlackRock, Inc.	507	$487,510
4	PFG	Principal Financial Group Inc	3,194	$344,249
5	FSK	FS KKR Capital Corp	21,718	$228,039

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$630,475	5,358	+53.7%	Shares	Sole	2026-08-04
2026-03-31	$400,855	3,486	+21.3%	Shares	Sole	2026-05-01
2025-12-31	$442,844	2,873	-44.4%	Shares	Sole	2026-02-11
2025-09-30	$882,269	5,164	+187.0%	Shares	Sole	2025-10-31
2025-06-30	$269,094	1,799	+33.4%	Shares	Sole	2025-08-15
2024-12-31	$232,594	1,349	-24.2%	Shares	Sole	2025-01-24
2024-09-30	$272,418	1,779	+1.0%	Shares	Sole	2024-10-21
2024-06-30	$218,011	1,761	-8.7%	Shares	Sole	2024-07-18
2024-03-31	$253,412	1,929	+3.5%	Shares	Sole	2024-04-17
2023-12-31	$244,034	1,864	-4.8%	Shares	Sole	2024-01-18
2023-09-30	$209,887	1,959	-22.9%	Shares	Sole	2023-11-07
2022-09-30	$212,598	2,540	+10.3%	Shares	Sole	2022-10-28
2022-06-30	$210,011	2,302	+12.0%	Shares	Sole	2022-07-18
2022-03-31	$260,988	2,056	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.