Invst, LLC

Position in BX — Blackstone Inc.

CIK 1867587 INDIANAPOLIS, IN

Position in BX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$218,630

-$92,992 QoQ

Shares Held

1,858

-31.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,765

of 2,112 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Invst, LLC holds $5,294,383 across 5 Asset Management names. BX ranks #5 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFG	Principal Financial Group Inc	17,156	$1,849,073
2	BN	BROOKFIELD Corp /ON/	27,095	$1,153,976
3	BLK	BlackRock, Inc.	1,185	$1,139,448
4	BEN	Franklin Resources Inc	28,051	$933,256
5	BX	Blackstone Inc. This page	1,858	$218,630

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$218,630	1,858	-31.4%	Shares	Sole	2026-08-14
2026-03-31	$311,622	2,710	-61.5%	Shares	Sole	2026-05-13
2025-12-31	$1,086,224	7,047	-2.6%	Shares	Sole	2026-02-11
2025-09-30	$1,236,270	7,236	-10.0%	Shares	Sole	2026-02-04
2025-06-30	$1,202,473	8,039	+26.1%	Shares	Sole	2025-10-16
2025-03-31	$891,237	6,376	+95.2%	Shares	Sole	2025-06-03
2022-12-31	$242,304	3,266	-21.8%	Shares	Sole	2023-02-01
2022-09-30	$349,363	4,174	-1.5%	Shares	Sole	2022-11-23
2022-06-30	$386,541	4,237	-8.6%	Shares	Sole	2022-08-11
2022-03-31	$588,366	4,635	+0.1%	Shares	Sole	2022-05-12
2021-12-31	$599,334	4,632	+5.5%	Shares	Sole	2022-02-25
2021-09-30	$510,848	4,391	+0.8%	Shares	Sole	2021-11-10
2021-06-30	$422,947	4,354	+25.1%	Shares	Sole	2021-07-19
2021-03-31	$259,364	3,480	—	Shares	Sole	2021-06-23
No filing history on record for this holder in this stock.