SWEENEY & MICHEL, LLC

Position in BX — Blackstone Inc.

CIK 1979556 CHICO, CA

Position in BX

as of Mar 31, 2026 · filed Apr 16, 2026 Compact

Position Value

$608,642

-$189,186 QoQ

Shares Held

5,293

+2.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

11 quarters on record

Voting authority Sole 99.62221382697393.ToString("F0")% Shared 0.ToString("F0")% None 0.37778617302606726.ToString("F0")%

Financial Services · as of Mar 31, 2026

SWEENEY & MICHEL, LLC holds $2,821,492 across 6 Asset Management names. BX ranks #3 (21.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RQI	Cohen & Steers Quality Income Realty Fund Inc	64,872	$781,707
2	NCA	Nuveen California Municipal Value Fund	69,522	$652,116
3	BX	Blackstone Inc. This page	5,293	$608,642
4	OBDC	Blue Owl Capital Corp	33,130	$366,417
5	KKR	KKR & Co. Inc.	2,876	$266,030
6	MSDL	Morgan Stanley Direct Lending Fund	10,500	$146,580

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$608,642	5,293	+2.3%	Shares	Sole	2026-04-16
2025-12-31	$797,828	5,176	-7.8%	Shares	Sole	2026-02-13
2025-09-30	$958,639	5,611	-12.5%	Shares	Sole	2025-11-13
2025-06-30	$959,406	6,414	-4.5%	Shares	Sole	2025-07-14
2025-03-31	$938,762	6,716	-0.1%	Shares	Sole	2025-04-09
2024-09-30	$1,029,492	6,723	+0.4%	Shares	Sole	2024-10-21
2024-06-30	$828,841	6,695	-0.2%	Shares	Sole	2024-07-10
2024-03-31	$880,967	6,706	-0.8%	Shares	Sole	2024-05-16
2023-09-30	$724,266	6,760	+0.6%	Shares	Sole	2023-11-09
2023-06-30	$625,037	6,723	+0.5%	Shares	Sole	2023-08-09
2023-03-31	$587,473	6,688	—	Shares	Sole	2023-06-07
No filing history on record for this holder in this stock.