Element Wealth, LLC

Position in BX — Blackstone Inc.

CIK 1802743 RIDGELAND, MS

Position in BX

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$861,620

-$255,432 QoQ

Shares Held

7,493

+3.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.38%

of 13F equity value

Holder Rank

—

not a current holder

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 Mar 31, 2026

Element Wealth, LLC holds $8,603,741 across 13 Asset Management names. BX ranks #3 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PDO	PIMCO Dynamic Income Opportunities Fund	224,499	$2,902,772
2	PAXS	PIMCO Access Income Fund	198,031	$2,853,626
3	BX	Blackstone Inc. This page	7,493	$861,620
4	NVG	Nuveen AMT-Free Municipal Credit Income Fund	26,933	$332,083
5	IVZ	Invesco Ltd.	13,043	$316,814
6	BLK	BlackRock, Inc.	245	$235,618
7	NUV	Nuveen Municipal Value Fund Inc	26,195	$235,493
8	VFL	abrdn National Municipal Income Fund	23,020	$229,279

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$861,620	7,493	+3.4%	Shares	Sole	2026-05-04
2025-12-31	$1,117,052	7,247	+0.3%	Shares	Sole	2026-02-13
2025-09-30	$1,233,878	7,222	+0.2%	Shares	Sole	2025-10-29
2025-06-30	$1,078,621	7,211	-8.7%	Shares	Sole	2025-07-23
2025-03-31	$1,104,541	7,902	-1.1%	Shares	Sole	2025-04-29
2024-12-31	$1,377,980	7,992	+0.2%	Shares	Sole	2025-02-03
2024-09-30	$1,221,058	7,974	+3.2%	Shares	Sole	2024-10-23
2024-06-30	$956,726	7,728	+11.8%	Shares	Sole	2024-08-08
2024-03-31	$908,423	6,915	+0.2%	Shares	Sole	2024-05-09
2023-12-31	$903,086	6,898	+0.1%	Shares	Sole	2024-02-01
2023-09-30	$738,516	6,893	+0.2%	Shares	Sole	2023-11-08
2023-06-30	$639,261	6,876	+1.2%	Shares	Sole	2023-08-07
2023-03-31	$596,872	6,795	+0.3%	Shares	Sole	2023-05-03
2022-12-31	$502,563	6,774	-2.5%	Shares	Sole	2023-01-17
2022-09-30	$581,380	6,946	+0.6%	Shares	Sole	2022-11-08
2022-06-30	$630,216	6,908	+0.5%	Shares	Sole	2022-07-22
2022-03-31	$872,204	6,871	-6.0%	Shares	Sole	2022-04-28
2021-12-31	$945,840	7,310	+0.3%	Shares	Sole	2022-02-03
2021-09-30	$847,536	7,285	+0.3%	Shares	Sole	2021-11-01
2021-06-30	$705,819	7,266	+0.4%	Shares	Sole	2021-08-02
2021-03-31	$539,299	7,236	+0.6%	Shares	Sole	2021-05-05
2020-12-31	$466,243	7,194	+0.4%	Shares	Sole	2021-02-05
2020-09-30	$373,960	7,164	+0.3%	Shares	Sole	2020-11-06
2020-06-30	$404,722	7,143	-14.4%	Shares	Sole	2020-08-06
2020-03-31	$380,463	8,349	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.