FIRST AMERICAN TRUST, FSB

Position in BX — Blackstone Inc.

CIK 36066 SANTA ANA, CA

Position in BX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$466,796

-$37,665 QoQ

Shares Held

3,967

-9.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,361

of 2,112 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Financial Services · as of Jun 30, 2026

FIRST AMERICAN TRUST, FSB holds $9,230,738 across 4 Asset Management names. BX ranks #2 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	8,656	$8,323,262
2	BX	Blackstone Inc. This page	3,967	$466,796
3	NAC	Nuveen California Quality Municipal Income Fund	19,000	$230,280
4	CEV	Eaton Vance California Municipal Income Trust	20,000	$210,400

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$466,796	3,967	-9.6%	Shares	Sole	2026-08-10
2026-03-31	$504,461	4,387	-1.3%	Shares	Sole	2026-05-12
2025-12-31	$684,844	4,443	0.0%	Shares	Sole	2026-02-11
2025-09-30	$759,086	4,443	+0.6%	Shares	Sole	2025-11-10
2025-06-30	$660,395	4,415	+4.6%	Shares	Sole	2025-08-11
2025-03-31	$590,151	4,222	-14.4%	Shares	Sole	2025-05-12
2024-12-31	$850,547	4,933	+0.3%	Shares	Sole	2025-02-11
2024-09-30	$753,399	4,920	+16.5%	Shares	Sole	2024-11-12
2024-06-30	$522,683	4,222	+4.3%	Shares	Sole	2024-08-12
2024-03-31	$531,523	4,046	-13.6%	Shares	Sole	2024-05-13
2023-12-31	$612,967	4,682	-8.1%	Shares	Sole	2024-01-30
2023-09-30	$546,092	5,097	-20.3%	Shares	Sole	2023-10-31
2023-06-30	$594,542	6,395	+27.2%	Shares	Sole	2023-07-26
2023-03-31	$441,747	5,029	-7.4%	Shares	Sole	2023-04-26
2022-12-31	$402,777	5,429	-15.6%	Shares	Sole	2023-01-25
2022-09-30	$538,107	6,429	-5.9%	Shares	Sole	2022-10-18
2022-06-30	$623,009	6,829	-0.1%	Shares	Sole	2022-07-19
2022-03-31	$868,015	6,838	+0.1%	Shares	Sole	2022-04-12
2021-12-31	$884,121	6,833	+8.5%	Shares	Sole	2022-01-11
2021-09-30	$732,942	6,300	-2.5%	Shares	Sole	2021-10-21
2021-06-30	$627,621	6,461	-4.5%	Shares	Sole	2021-07-29
2021-03-31	$504,195	6,765	-10.6%	Shares	Sole	2021-04-27
2020-12-31	$490,287	7,565	-11.4%	Shares	Sole	2021-01-28
2020-09-30	$445,944	8,543	-13.7%	Shares	Sole	2020-10-14
2020-06-30	$561,160	9,904	-1.5%	Shares	Sole	2020-07-08
2020-03-31	$457,978	10,050	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.