M3 Advisory Group, LLC

Position in BX — Blackstone Inc.

CIK 2014826 NEEDHAM HEIGHTS, MA

Position in BX

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$726,494

+$29,770 QoQ

Shares Held

6,174

+1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.97%

of 13F equity value

Holder Rank

#1,172

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

M3 Advisory Group, LLC holds $1,371,328 across 4 Asset Management names. BX ranks #1 (53.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc. This page	6,174	$726,494
2	BUI	BlackRock Utilities, Infrastructure & Power Opportunities Trust	10,699	$310,377
3	APO	Apollo Global Management, Inc.	2,062	$243,955
4	EDF	Virtus Stone Harbor Emerging Markets Income Fund	16,219	$90,502

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$726,494	6,174	+1.9%	Shares	Sole	2026-07-24
2026-03-31	$696,724	6,059	+1.3%	Shares	Sole	2026-04-22
2025-12-31	$921,757	5,980	-1.7%	Shares	Sole	2026-01-16
2025-09-30	$1,039,109	6,082	+1.9%	Shares	Sole	2025-11-10
2025-06-30	$892,394	5,966	-2.0%	Shares	Sole	2025-07-25
2025-03-31	$851,260	6,090	+1.6%	Shares	Sole	2025-04-22
2024-12-31	$1,034,002	5,997	+0.0%	Shares	Sole	2025-01-21
2024-09-30	$918,167	5,996	+2.4%	Shares	Sole	2024-10-17
2024-06-30	$724,601	5,853	+39.8%	Shares	Sole	2024-07-22
2024-03-31	$549,914	4,186	+12.3%	Shares	Sole	2024-04-29
2023-12-31	$488,200	3,729	—	Shares	Sole	2024-03-19
No filing history on record for this holder in this stock.