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PlanVest Financial, Inc

Position in BX — Blackstone Inc.

CIK 2135239 GAITHERSBURG, MD

Position in BX

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$36,451
New position
Shares Held
317
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Position in Asset Management

Financial Services · as of Mar 31, 2026

PlanVest Financial, Inc holds $909,964 across 24 Asset Management names. BX ranks #7 (4.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
7 BX
Blackstone Inc.
This page
317 $36,451

All Filings in BX

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-03-31 $36,451 317