Cerro Pacific Wealth Advisors LLC

Position in BX — Blackstone Inc.

CIK 1842669 San Luis Obispo, CA

Position in BX

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$963,011

+$108,521 QoQ

Shares Held

8,184

+10.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#357

of 840 holders

Holding Since

Jun 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cerro Pacific Wealth Advisors LLC holds $3,216,931 across 5 Asset Management names. BX ranks #2 (29.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	1,497	$1,439,455
2	BX	Blackstone Inc. This page	8,184	$963,011
3	STT	State Street Corp	2,208	$374,476
4	AMP	Ameriprise Financial Inc	725	$332,601
5	NIM	Nuveen Select Maturities Municipal Fund	11,400	$107,388

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$963,011	8,184	+10.1%	Shares	Sole	2026-07-15
2026-03-31	$854,490	7,431	+349.3%	Shares	Sole	2026-04-13
2025-12-31	$254,947	1,654	+3.7%	Shares	Sole	2026-02-02
2025-09-30	$272,505	1,595	-16.0%	Shares	Sole	2025-10-28
2025-06-30	$284,052	1,899	+21.3%	Shares	Sole	2025-07-25
2025-03-31	$218,895	1,566	+13.7%	Shares	Sole	2025-04-08
2024-12-31	$237,422	1,377	-41.6%	Shares	Sole	2025-01-17
2023-03-31	$206,951	2,356	-63.8%	Shares	Sole	2023-05-10
2022-12-31	$482,976	6,510	-20.5%	Shares	Other	2023-01-19
2022-09-30	$685,586	8,191	+0.9%	Shares	Other	2022-10-12
2022-06-30	$740,240	8,114	-4.7%	Shares	Other	2022-07-18
2022-03-31	$1,080,640	8,513	+4.7%	Shares	Other	2022-04-13
2021-12-31	$1,051,940	8,130	+14.7%	Shares	Other	2022-01-19
2021-09-30	$824,268	7,085	+49.8%	Shares	Other	2021-11-09
2021-06-30	$459,375	4,729	—	Shares	Other	2021-08-16
No filing history on record for this holder in this stock.