Caldwell Trust Co

Bank

Position in BX — Blackstone Inc.

CIK 2080218 Venice, FL

Position in BX

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$5,741,680

-$1,788,829 QoQ

Shares Held

49,932

+2.2% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

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

Financial Services · as of Mar 31, 2026

Caldwell Trust Co holds $22,851,804 across 39 Asset Management names. BX ranks #2 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	11,946	$11,488,587
2	BX	Blackstone Inc. This page	49,932	$5,741,680
3	AMP	Ameriprise Financial Inc	5,901	$2,622,404
4	NVG	Nuveen AMT-Free Municipal Credit Income Fund	61,033	$752,536
5	RQI	Cohen & Steers Quality Income Realty Fund Inc	31,797	$383,153
6	DNP	Dnp Select Income Fund Inc	24,400	$251,320
7	PHYS	Sprott Physical Gold Trust	6,970	$247,016
8	MQY	Blackrock Muniyield Quality Fund, Inc.	19,517	$214,296

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,741,680	49,932	+2.2%	Shares	Sole	2026-04-22
2025-12-31	$7,530,509	48,855	+5.7%	Shares	Sole	2026-01-30
2025-09-30	$7,898,566	46,231	+0.8%	Shares	Sole	2025-10-23
2025-06-30	$6,861,832	45,874	+1.5%	Shares	Sole	2025-09-22
2025-03-31	$6,314,701	45,176	+5.1%	Shares	Sole	2025-09-23
2024-12-31	$7,414,577	43,003	-2.2%	Shares	Sole	2025-09-24
2024-09-30	$6,730,522	43,953	+0.7%	Shares	Sole	2025-09-24
2024-06-30	$5,403,127	43,644	+0.6%	Shares	Sole	2025-09-24
2024-03-31	$5,701,195	43,398	+5.7%	Shares	Sole	2025-09-24
2023-12-31	$5,377,146	41,072	+0.4%	Shares	Sole	2025-10-01
2023-09-30	$4,384,704	40,925	+1.4%	Shares	Sole	2025-10-01
2023-06-30	$3,752,455	40,362	+0.7%	Shares	Sole	2025-10-01
2023-03-31	$3,520,451	40,078	+2.8%	Shares	Sole	2025-10-01
2022-12-31	$2,893,632	39,003	+1.2%	Shares	Sole	2025-10-01
2022-09-30	$3,224,458	38,524	+1.5%	Shares	Sole	2025-10-01
2022-06-30	$3,461,266	37,940	+0.1%	Shares	Sole	2025-10-02
2022-03-31	$4,810,391	37,895	-0.9%	Shares	Sole	2025-10-02
2021-12-31	$4,945,803	38,224	+3.7%	Shares	Sole	2025-10-02
2021-09-30	$4,289,921	36,874	+12.8%	Shares	Sole	2025-10-02
2021-06-30	$3,176,186	32,697	+19.3%	Shares	Sole	2025-10-02
2021-03-31	$2,043,165	27,414	+42.6%	Shares	Sole	2025-10-02
2020-12-31	$1,246,166	19,228	+15.1%	Shares	Sole	2025-10-02
2020-09-30	$871,896	16,703	-1.5%	Shares	Sole	2025-10-02
2020-06-30	$960,330	16,949	-4.0%	Shares	Sole	2025-10-02
2020-03-31	$804,538	17,655	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.