WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Position in BX — Blackstone Inc.
CIK 752365
SOUTH BEND, IN
Position in BX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,243,301
+$22,683 QoQ
Shares Held
10,566
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#965
of 2,112 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV holds $13,189,379 across 9 Asset Management names. BX ranks #5 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
34,803 | $6,050,153 | |
| 2 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
71,425 | $1,624,918 | |
| 3 | KKR |
KKR & Co. Inc.
|
13,797 | $1,266,288 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
29,197 | $1,243,500 | |
| 5 | BX |
Blackstone Inc.
This page
|
10,566 | $1,243,301 | |
| 6 | BLK |
BlackRock, Inc.
|
493 | $474,049 | |
| 7 | NZF |
Nuveen Municipal Credit Income Fund
|
37,009 | $469,274 | |
| 8 | ETX |
Eaton Vance Municipal Income 2028 Term Trust
|
21,875 | $410,156 |
All Filings in BX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,243,301 | 10,566 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,220,618 | 10,615 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,669,182 | 10,829 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,845,521 | 10,802 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,607,237 | 10,745 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,464,335 | 10,476 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,780,408 | 10,326 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,732,359 | 11,313 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,399,806 | 11,307 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,507,733 | 11,477 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,502,568 | 11,477 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,235,002 | 11,527 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,131,073 | 12,166 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,034,403 | 11,776 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $866,761 | 11,683 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $973,682 | 11,633 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,042,667 | 11,429 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $1,422,489 | 11,206 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,427,818 | 11,035 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,451,923 | 12,480 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,243,392 | 12,800 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,326,634 | 17,800 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,153,618 | 17,800 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $929,160 | 17,800 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,019,880 | 18,000 | Shares | Sole | 2020-07-16 | |
| No filing history on record for this holder in this stock. | ||||||