LOWE BROCKENBROUGH & CO INC

Position in BX — Blackstone Inc.

CIK 22657 RICHMOND, VA

Position in BX

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$841,611

-$365,151 QoQ

Shares Held

7,319

-6.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

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

LOWE BROCKENBROUGH & CO INC holds $22,295,990 across 9 Asset Management names. BX ranks #5 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc	33,853	$15,044,273
2	BLK	BlackRock, Inc.	2,787	$2,680,285
3	NTRS	Northern Trust Corp	10,190	$1,422,218
4	TROW	Price T Rowe Group Inc	10,162	$916,002
5	BX	Blackstone Inc. This page	7,319	$841,611
6	FHI	Federated Hermes, Inc.	9,711	$550,710
7	CSQ	Calamos Strategic Total Return Fund	26,637	$456,025
8	BN	BROOKFIELD Corp /ON/	5,660	$229,060

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$841,611	7,319	-6.5%	Shares	Sole	2026-05-07
2025-12-31	$1,206,762	7,829	+0.2%	Shares	Sole	2026-02-11
2025-09-30	$1,334,509	7,811	0.0%	Shares	Sole	2025-11-05
2025-06-30	$1,168,369	7,811	-3.1%	Shares	Sole	2025-08-11
2025-03-31	$1,126,766	8,061	0.0%	Shares	Sole	2025-05-13
2024-12-31	$1,389,877	8,061	0.0%	Shares	Sole	2025-02-11
2024-09-30	$1,234,380	8,061	+1.0%	Shares	Sole	2024-10-28
2024-06-30	$988,047	7,981	0.0%	Shares	Sole	2024-08-12
2024-03-31	$1,048,463	7,981	-7.2%	Shares	Sole	2024-05-15
2023-12-31	$1,126,042	8,601	-1.3%	Shares	Sole	2024-02-14
2023-09-30	$933,939	8,717	-0.4%	Shares	Sole	2023-11-14
2023-06-30	$813,487	8,750	-0.5%	Shares	Sole	2023-08-10
2023-03-31	$772,113	8,790	+3.1%	Shares	Sole	2023-05-12
2022-12-31	$632,321	8,523	+10.7%	Shares	Sole	2023-02-14
2022-09-30	$644,573	7,701	0.0%	Shares	Sole	2022-11-01
2022-06-30	$702,562	7,701	-2.9%	Shares	Sole	2022-07-27
2022-03-31	$1,006,380	7,928	0.0%	Shares	Sole	2022-05-04
2021-12-31	$1,025,803	7,928	+3.9%	Shares	Sole	2022-02-14
2021-09-30	$887,557	7,629	-20.8%	Shares	Sole	2021-11-15
2021-06-30	$935,361	9,629	0.0%	Shares	Sole	2021-08-13
2021-03-31	$717,649	9,629	+1.8%	Shares	Sole	2021-05-14
2020-12-31	$613,037	9,459	-4.7%	Shares	Sole	2021-02-04
2020-09-30	$518,189	9,927	0.0%	Shares	Sole	2020-10-26
2020-06-30	$562,463	9,927	-10.4%	Shares	Sole	2020-08-13
2020-03-31	$504,778	11,077	—	Shares	Sole	2020-05-21
No filing history on record for this holder in this stock.