Private Wealth Management Group, LLC

Position in BX — Blackstone Inc.

CIK 2011342 PRINCETON, NJ

Position in BX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$99,784

+$62,643 QoQ

Shares Held

848

+162.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,856

of 2,112 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Private Wealth Management Group, LLC holds $1,519,735 across 30 Asset Management names. BX ranks #7 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ERC	Allspring Multi-Sector Income Fund	25,260	$232,644
2	FRA	Blackrock Floating Rate Income Strategies Fund, Inc.	20,670	$227,163
3	BGT	Blackrock Floating Rate Income Trust	20,770	$221,408
4	FTF	Franklin Ltd Duration Income Trust	37,980	$219,904
5	VVR	Invesco Senior Income Trust	72,060	$216,180
6	BLK	BlackRock, Inc.	133	$127,887
7	BX	Blackstone Inc. This page	848	$99,784
8	STT	State Street Corp	246	$41,721

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$99,784	848	+162.5%	Shares	Sole	2026-07-27
2026-03-31	$37,141	323	+4.5%	Shares	Sole	2026-04-23
2025-12-31	$47,629	309	0.0%	Shares	Sole	2026-01-23
2025-09-30	$52,792	309	+1616.7%	Shares	Sole	2025-10-17
2025-06-30	$2,692	18	0.0%	Shares	Sole	2025-07-29
2025-03-31	$2,516	18	0.0%	Shares	Sole	2025-05-02
2024-12-31	$3,103	18	0.0%	Shares	Sole	2025-01-27
2024-09-30	$2,756	18	0.0%	Shares	Sole	2024-10-29
2024-06-30	$2,228	18	0.0%	Shares	Sole	2024-08-13
2024-03-31	$2,364	18	0.0%	Shares	Sole	2024-04-30
2023-12-31	$2,356	18	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.