KINGSWOOD WEALTH ADVISORS, LLC

Position in BX — Blackstone Inc.

CIK 1987855 SAN DIEGO, CA

Position in BX

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$1,508,208

-$424,861 QoQ

Shares Held

13,116

+4.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

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

Financial Services · as of Mar 31, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $23,304,534 across 43 Asset Management names. BX ranks #3 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STT	State Street Corp	14,819	$1,875,492
2	BPRE	Bluerock Private Real Estate Fund	93,667	$1,555,808
3	BX	Blackstone Inc. This page	13,116	$1,508,208
4	OBDC	Blue Owl Capital Corp	118,081	$1,305,975
5	STEW	SRH Total Return Fund, Inc.	72,775	$1,244,452
6	BLK	BlackRock, Inc.	1,182	$1,136,741
7	FSK	FS KKR Capital Corp	104,651	$1,065,347
8	ACP	abrdn Income Credit Strategies Fund	203,971	$1,040,252

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,508,208	13,116	+4.6%	Shares	Sole	2026-04-28
2025-12-31	$1,933,069	12,541	+36.4%	Shares	Sole	2026-01-28
2025-09-30	$1,570,282	9,191	-0.2%	Shares	Sole	2025-10-23
2025-06-30	$1,377,183	9,207	-9.9%	Shares	Sole	2025-07-23
2025-03-31	$1,427,992	10,216	-15.0%	Shares	Sole	2025-07-25
2024-12-31	$2,072,315	12,019	-19.1%	Shares	Sole	2025-01-22
2024-09-30	$2,275,052	14,857	-2.2%	Shares	Sole	2024-10-21
2024-06-30	$1,881,512	15,198	+31.7%	Shares	Sole	2024-07-09
2024-03-31	$1,515,484	11,536	-12.5%	Shares	Sole	2024-04-15
2023-12-31	$1,725,656	13,181	+536.5%	Shares	Sole	2024-01-16
2023-09-30	$221,886	2,071	-70.7%	Shares	Sole	2023-10-24
2023-06-30	$657,483	7,072	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.