INDEPENDENT FINANCIAL GROUP, LLC

Position in BX — Blackstone Inc.

CIK 275484 SAN DIEGO, CA

Position in BX

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,085,189

-$333,348 QoQ

Shares Held

26,219

-11.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#648

of 2,112 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $149,681,093 across 99 Asset Management names. BX ranks #16 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BPRE	Bluerock Private Real Estate Fund	1,254,525	$16,321,370
2	PDI	PIMCO Dynamic Income Fund	717,418	$11,980,880
3	ARCC	Ares Capital Corp	460,273	$8,528,858
4	FSK	FS KKR Capital Corp	760,481	$7,985,050
5	PSEC	Prospect Capital Corp	2,485,356	$5,741,172
6	FSCO	FS Credit Opportunities Corp.	1,120,115	$5,589,373
7	PFL	Pimco Income Strategy Fund	524,739	$4,134,943
8	DSL	DoubleLine Income Solutions Fund	352,342	$3,896,902

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,085,189	26,219	-11.8%	Shares	Sole	2026-07-15
2026-03-31	$3,418,537	29,729	-35.3%	Shares	Sole	2026-05-15
2025-12-31	$7,081,345	45,941	-36.2%	Shares	Sole	2026-05-15
2025-09-30	$12,305,471	72,025	+13.3%	Shares	Sole	2026-05-15
2025-06-30	$9,505,061	63,545	+11.2%	Shares	Sole	2026-05-15
2025-03-31	$7,989,125	57,155	-37.1%	Shares	Sole	2026-05-19
2024-12-31	$15,674,529	90,909	+45.8%	Shares	Sole	2026-06-12
2024-09-30	$9,548,421	62,355	+2.1%	Shares	Sole	2026-06-12
2024-06-30	$7,563,684	61,096	-26.7%	Shares	Sole	2026-06-12
2024-03-31	$10,945,354	83,317	-36.0%	Shares	Sole	2026-06-12
2023-12-31	$17,056,388	130,281	-12.8%	Shares	Sole	2026-06-12
2023-09-30	$16,011,323	149,443	+9.1%	Shares	Sole	2026-06-12
2023-06-30	$12,730,939	136,936	+3.2%	Shares	Sole	2026-06-12
2023-03-31	$11,660,320	132,745	-0.2%	Shares	Sole	2026-06-12
2022-12-31	$9,871,053	133,051	-16.0%	Shares	Sole	2026-06-15
2022-09-30	$13,258,833	158,409	+8.0%	Shares	Sole	2026-06-15
2022-06-30	$13,380,521	146,668	+2.7%	Shares	Sole	2026-06-12
2022-03-31	$18,134,521	142,859	+43.7%	Shares	Sole	2026-06-12
2021-12-31	$12,864,212	99,422	+11.6%	Shares	Sole	2026-06-15
2021-09-30	$10,367,057	89,110	+9.7%	Shares	Sole	2026-06-15
2021-06-30	$7,887,768	81,200	+21.7%	Shares	Sole	2026-06-15
2021-03-31	$4,973,386	66,730	-5.0%	Shares	Sole	2026-06-15
2020-12-31	$4,554,328	70,272	-12.0%	Shares	Sole	2026-06-15
2020-09-30	$4,167,543	79,838	-1.8%	Shares	Sole	2026-06-15
2020-06-30	$4,604,418	81,264	-3.5%	Shares	Sole	2026-06-15
2020-03-31	$3,838,816	84,240	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.