Kercheville Advisors, LLC

Position in BX — Blackstone Inc.

CIK 1890748 San Antonio, TX

Position in BX

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$3,238,118

-$1,979,675 QoQ

Shares Held

28,160

-16.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

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

Financial Services · as of Mar 31, 2026

Kercheville Advisors, LLC holds $11,802,678 across 17 Asset Management names. BX ranks #1 (27.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc. This page	28,160	$3,238,118
2	UTG	Reaves Utility Income Fund	47,645	$1,871,495
3	NEA	Nuveen AMT-Free Quality Municipal Income Fund	146,035	$1,639,973
4	TYG	Tortoise Energy Infrastructure Corp	23,100	$1,151,535
5	NAD	Nuveen Quality Municipal Income Fund	92,301	$1,061,461
6	NVG	Nuveen AMT-Free Municipal Credit Income Fund	66,600	$821,178
7	TEI	Templeton Emerging Markets Income Fund	63,587	$382,157
8	VGM	Invesco Trust for Investment Grade Municipals	22,143	$218,551

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,238,118	28,160	-16.8%	Shares	Sole	2026-04-20
2025-12-31	$5,217,793	33,851	-38.0%	Shares	Sole	2026-01-29
2025-09-30	$9,326,701	54,590	+4.2%	Shares	Sole	2025-10-22
2025-06-30	$7,835,000	52,380	+21.2%	Shares	Sole	2025-07-22
2025-03-31	$6,042,689	43,230	-4.9%	Shares	Sole	2025-04-17
2024-12-31	$7,839,075	45,465	-2.6%	Shares	Sole	2025-01-27
2024-09-30	$7,145,658	46,664	+11.7%	Shares	Sole	2024-10-24
2024-06-30	$5,172,859	41,784	-1.2%	Shares	Sole	2024-07-30
2024-03-31	$5,554,849	42,284	+2.6%	Shares	Sole	2024-04-25
2023-12-31	$5,393,773	41,199	-2.5%	Shares	Sole	2024-01-19
2023-09-30	$4,526,557	42,249	+5.9%	Shares	Sole	2023-10-11
2023-06-30	$3,707,922	39,883	-8.4%	Shares	Sole	2023-07-20
2023-03-31	$3,826,134	43,558	-6.1%	Shares	Sole	2023-04-06
2022-12-31	$3,441,154	46,383	-20.8%	Shares	Sole	2023-02-13
2022-09-30	$4,900,049	58,543	-9.3%	Shares	Sole	2022-10-17
2022-06-30	$5,889,626	64,558	-2.1%	Shares	Sole	2022-07-18
2022-03-31	$8,368,900	65,928	-3.5%	Shares	Sole	2022-04-29
2021-12-31	$8,837,854	68,304	-2.6%	Shares	Sole	2022-01-26
2021-09-30	$8,160,552	70,144	+3.0%	Shares	Sole	2021-11-15
2021-06-30	$6,616,108	68,109	+13.2%	Shares	Sole	2021-11-15
2021-03-31	$4,483,948	60,163	+26.4%	Shares	Sole	2021-11-15
2020-12-31	$3,085,539	47,609	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.