Apella Capital, LLC

Position in BX — Blackstone Inc.

CIK 1801507 WEST HARTFORD, CT

Position in BX

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,850,596

-$21,441 QoQ

Shares Held

15,727

-3.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#53

of 216 holders

Holding Since

Mar 2020

25 quarters on record

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

Financial Services · as of Jun 30, 2026

Apella Capital, LLC holds $14,211,126 across 13 Asset Management names. BX ranks #3 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSLV	Sprott Physical Silver Trust	351,326	$6,629,521
2	PHYS	Sprott Physical Gold Trust	99,674	$3,007,164
3	BX	Blackstone Inc. This page	15,727	$1,850,596
4	PFG	Principal Financial Group Inc	5,358	$577,485
5	BLK	BlackRock, Inc.	546	$525,011
6	AMP	Ameriprise Financial Inc	838	$384,440
7	KKR	KKR & Co. Inc.	3,946	$362,163
8	APO	Apollo Global Management, Inc.	2,086	$246,794

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,850,596	15,727	-3.4%	Shares	Sole	2026-07-08
2026-03-31	$1,872,037	16,280	+38.4%	Shares	Sole	2026-04-20
2025-12-31	$1,812,532	11,759	-1.1%	Shares	Sole	2026-01-21
2025-09-30	$2,030,893	11,887	+0.9%	Shares	Sole	2025-10-17
2025-06-30	$1,761,753	11,778	+41.6%	Shares	Sole	2025-07-08
2025-03-31	$1,162,410	8,316	-0.9%	Shares	Sole	2025-04-10
2024-12-31	$1,446,603	8,390	+0.1%	Shares	Sole	2025-01-14
2024-09-30	$1,283,688	8,383	+1.3%	Shares	Sole	2024-10-03
2024-06-30	$1,024,816	8,278	-0.1%	Shares	Sole	2024-07-10
2024-03-31	$1,088,663	8,287	+0.9%	Shares	Sole	2024-04-10
2023-12-31	$1,075,115	8,212	-0.2%	Shares	Sole	2024-01-05
2023-09-30	$881,655	8,229	+0.7%	Shares	Sole	2023-10-10
2023-06-30	$759,843	8,173	-0.8%	Shares	Sole	2023-07-06
2022-12-31	$611,028	8,236	-0.3%	Shares	Sole	2023-01-10
2022-09-30	$691,362	8,260	+2.0%	Shares	Sole	2022-10-11
2022-06-30	$738,598	8,096	+0.2%	Shares	Sole	2022-07-08
2022-03-31	$1,025,167	8,076	+11.5%	Shares	Sole	2022-04-11
2021-12-31	$937,171	7,243	+23.6%	Shares	Sole	2022-01-13
2021-09-30	$681,868	5,861	+0.4%	Shares	Sole	2022-01-18
2021-06-30	$566,909	5,836	+11.2%	Shares	Sole	2022-01-18
2021-03-31	$391,058	5,247	+1.1%	Shares	Sole	2021-04-15
2020-12-31	$336,493	5,192	+0.7%	Shares	Sole	2021-02-18
2020-09-30	$269,038	5,154	+0.5%	Shares	Sole	2020-10-22
2020-06-30	$290,439	5,126	+5.7%	Shares	Sole	2020-07-20
2020-03-31	$221,014	4,850	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.