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Equibles

MCCARTER PRIVATE WEALTH SERVICES LLC

Position in BX — Blackstone Inc.

CIK 2036922 Boston, MA
Back to BX Full portfolio

Position in BX

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$335,006
+$1,995 QoQ
Shares Held
2,847
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,544
of 2,124 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in BX Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

MCCARTER PRIVATE WEALTH SERVICES LLC holds $1,462,262 across 4 Asset Management names. BX ranks #3 (22.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMP
Ameriprise Financial Inc
 1,080 $495,460
2 ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
 23,852 $354,917
3 BX
Blackstone Inc.
This page 		2,847 $335,006
4 EFT
Eaton Vance Floating-Rate Income Trust
 25,637 $276,879

All Filings in BX

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $335,006 2,847
2026-03-31 $333,011 2,896
2025-12-31 $439,607 2,852