Davis Investment Partners, LLC

Position in BX — Blackstone Inc.

CIK 1963865 CHARLOTTE, NC

Position in BX

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

Position Value

$1,131,271

-$343,540 QoQ

Shares Held

9,838

+2.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

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

Financial Services · as of Mar 31, 2026

Davis Investment Partners, LLC holds $6,103,535 across 7 Asset Management names. BX ranks #3 (18.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RJF	Raymond James Financial Inc	13,973	$2,023,150
2	FDUS	FIDUS INVESTMENT Corp	71,007	$1,236,941
3	BX	Blackstone Inc. This page	9,838	$1,131,271
4	IIM	Invesco Value Municipal Income Trust	43,006	$522,952
5	TROW	Price T Rowe Group Inc	5,743	$517,674
6	IQI	Invesco Quality Municipal Income Trust	41,578	$399,980
7	MYI	Blackrock Muniyield Quality Fund III, Inc.	25,839	$271,567

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,131,271	9,838	+2.8%	Shares	Sole	2026-04-20
2025-12-31	$1,474,811	9,568	+0.3%	Shares	Sole	2026-01-06
2025-09-30	$1,630,079	9,541	+0.0%	Shares	Sole	2025-10-20
2025-06-30	$1,426,993	9,540	0.0%	Shares	Sole	2025-07-08
2025-03-31	$1,333,501	9,540	0.0%	Shares	Sole	2025-04-15
2024-12-31	$1,644,886	9,540	0.0%	Shares	Sole	2025-01-13
2024-09-30	$1,460,860	9,540	0.0%	Shares	Sole	2024-10-07
2024-06-30	$1,181,052	9,540	0.0%	Shares	Sole	2024-07-18
2024-03-31	$1,253,269	9,540	0.0%	Shares	Sole	2024-04-15
2023-12-31	$1,248,976	9,540	0.0%	Shares	Sole	2024-01-12
2023-09-30	$1,022,115	9,540	-1.3%	Shares	Sole	2023-10-10
2023-06-30	$899,019	9,670	0.0%	Shares	Sole	2023-08-01
2023-03-31	$849,412	9,670	0.0%	Shares	Sole	2023-04-14
2022-12-31	$717,417	9,670	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.