BARTLETT & CO. WEALTH MANAGEMENT LLC

Position in BX — Blackstone Inc.

CIK 2010186 CINCINNATI, OH

Position in BX

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$460,764

-$175,525 QoQ

Shares Held

4,007

-2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 95.25829797853756.ToString("F0")% Shared 0.ToString("F0")% None 4.741702021462441.ToString("F0")%

Financial Services · as of Mar 31, 2026

BARTLETT & CO. WEALTH MANAGEMENT LLC holds $12,710,407 across 42 Asset Management names. BX ranks #8 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc	7,129	$3,168,127
2	BLK	BlackRock, Inc.	2,095	$2,014,782
3	NTRS	Northern Trust Corp	11,425	$1,594,587
4	USA	Liberty All Star Equity Fund	174,236	$967,009
5	RNP	Cohen & Steers REIT & Preferred & Income Fund Inc	46,885	$926,447
6	MAIN	Main Street Capital CORP	9,700	$513,712
7	NAC	Nuveen California Quality Municipal Income Fund	40,750	$474,737
8	BX	Blackstone Inc. This page	4,007	$460,764

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$460,764	4,007	-2.9%	Shares	Sole	2026-05-06
2025-12-31	$636,289	4,128	-26.4%	Shares	Sole	2026-01-22
2025-09-30	$958,810	5,612	+26.3%	Shares	Sole	2025-10-09
2025-06-30	$664,733	4,444	-0.8%	Shares	Sole	2025-07-18
2025-03-31	$626,074	4,479	-6.8%	Shares	Sole	2025-04-24
2024-12-31	$828,478	4,805	-9.2%	Shares	Sole	2025-01-17
2024-09-30	$810,517	5,293	0.0%	Shares	Sole	2024-10-17
2024-06-30	$655,273	5,293	-6.6%	Shares	Sole	2024-07-12
2024-03-31	$744,867	5,670	+1.7%	Shares	Sole	2024-05-09
2023-12-31	$729,879	5,575	+16.8%	Shares	Sole	2024-02-14
2023-09-30	$511,486	4,774	+0.2%	Shares	Sole	2024-02-14
2023-06-30	$443,095	4,766	+82.5%	Shares	Sole	2024-02-14
2023-03-31	$229,350	2,611	+7.6%	Shares	Sole	2024-02-14
2022-12-31	$179,984	2,426	+4.3%	Shares	Sole	2024-02-14
2022-09-30	$194,686	2,326	+9.4%	Shares	Sole	2024-02-14
2022-06-30	$193,954	2,126	+0.7%	Shares	Sole	2024-02-14
2022-03-31	$267,970	2,111	0.0%	Shares	Sole	2024-02-14
2021-12-31	$273,142	2,111	-4.5%	Shares	Sole	2024-02-14
2021-09-30	$257,227	2,211	-0.4%	Shares	Sole	2024-02-14
2021-06-30	$215,650	2,220	0.0%	Shares	Sole	2024-02-14
2021-03-31	$165,456	2,220	+9.9%	Shares	Sole	2024-02-14
2020-12-31	$130,916	2,020	-14.4%	Shares	Sole	2024-02-13
2020-09-30	$123,244	2,361	+65.2%	Shares	Sole	2024-02-13
2020-06-30	$80,967	1,429	+72.0%	Shares	Sole	2024-02-13
2020-03-31	$37,868	831	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.