SWEENEY & MICHEL, LLC

Position in BX — Blackstone Inc.

CIK 1979556 CHICO, CA

Position in BX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$627,181

+$18,539 QoQ

Shares Held

5,330

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,235

of 2,121 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SWEENEY & MICHEL, LLC holds $3,110,226 across 7 Asset Management names. BX ranks #2 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RQI	Cohen & Steers Quality Income Realty Fund Inc	65,484	$806,108
2	BX	Blackstone Inc. This page	5,330	$627,181
3	NCA	Nuveen California Municipal Value Fund	64,704	$603,688
4	OBDC	Blue Owl Capital Corp	30,000	$326,100
5	TRIN	Trinity Capital Inc.	18,104	$323,880
6	KKR	KKR & Co. Inc.	2,882	$264,509
7	MSDL	Morgan Stanley Direct Lending Fund	10,500	$158,760

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$627,181	5,330	+0.7%	Shares	Sole	2026-08-11
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.