Skip to main content
Equibles

Carson Advisory Inc.

Position in BX — Blackstone Inc.

CIK 1909304 ATHENS, GA
Back to BX Full portfolio

Position in BX

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$1,126,454
+$8,867 QoQ
Shares Held
9,573
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,009
of 2,124 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in BX Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Carson Advisory Inc. holds $7,413,510 across 11 Asset Management names. BX ranks #3 (15.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NZF
Nuveen Municipal Credit Income Fund
 131,159 $1,663,096
2 SBI
Western Asset Intermediate Muni Fund Inc.
 165,297 $1,300,887
3 BX
Blackstone Inc.
This page 		9,573 $1,126,454
4 CG
Carlyle Group Inc.
 18,526 $780,129
5 BAM
Brookfield Asset Management Ltd.
 12,706 $569,864
6 APO
Apollo Global Management, Inc.
 4,473 $529,200
7 MMU
Western Asset Managed Municipals Fund Inc.
 39,604 $412,673
8 RVT
Royce Small-Cap Trust, Inc.
 18,408 $339,995

All Filings in BX

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,126,454 9,573
2026-03-31 $1,117,587 9,719
2025-12-31 $1,483,905 9,627
2025-09-30 $1,644,602 9,626
2025-06-30 $1,463,789 9,786
2025-03-31 $1,383,822 9,900
2024-12-31 $1,782,822 10,340
2024-09-30 $1,675,242 10,940
2024-06-30 $1,357,467 10,965
2024-03-31 $1,440,472 10,965
2023-12-31 $1,472,195 11,245
2023-09-30 $1,212,824 11,320
2023-06-30 $1,061,717 11,420
2023-03-31 $976,780 11,120
2022-12-31 $843,466 11,369
2022-09-30 $990,840 11,838
2022-06-30 $1,070,857 11,738
2022-03-31 $937,832 7,388
2021-12-31 $334,214 2,583