CALTON & ASSOCIATES, INC.

Position in BX — Blackstone Inc.

CIK 822648 Tampa, FL

Position in BX

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$270,341

-$157,243 QoQ

Shares Held

2,351

-15.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

CALTON & ASSOCIATES, INC. holds $6,698,267 across 22 Asset Management names. BX ranks #8 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BPRE	Bluerock Private Real Estate Fund	100,642	$1,671,663
2	VGM	Invesco Trust for Investment Grade Municipals	42,637	$420,827
3	ARCC	Ares Capital Corp	21,182	$381,699
4	RJF	Raymond James Financial Inc	2,557	$370,228
5	FSK	FS KKR Capital Corp	32,955	$335,481
6	DSL	DoubleLine Income Solutions Fund	30,274	$327,867
7	CEF	Sprott Physical Gold & Silver Trust	6,595	$314,713
8	BX	Blackstone Inc. This page	2,351	$270,341

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$270,341	2,351	-15.2%	Shares	Sole	2026-05-13
2025-12-31	$427,584	2,774	-0.0%	Shares	Sole	2026-02-10
2025-09-30	$474,108	2,775	+8.4%	Shares	Sole	2025-11-07
2025-06-30	$382,924	2,560	+47.6%	Shares	Sole	2025-08-12
2025-03-31	$242,518	1,735	-0.5%	Shares	Sole	2025-05-15
2021-12-31	$225,526	1,743	-72.9%	Shares	Sole	2022-01-13
2021-09-30	$747,135	6,422	+8.6%	Shares	Sole	2021-11-05
2021-06-30	$574,485	5,914	-4.4%	Shares	Sole	2021-08-11
2021-03-31	$460,893	6,184	-18.7%	Shares	Sole	2021-05-03
2020-12-31	$493,268	7,611	-24.2%	Shares	Sole	2021-01-25
2020-09-30	$524,349	10,045	+8.2%	Shares	Sole	2020-10-30
2020-06-30	$525,974	9,283	-22.3%	Shares	Sole	2020-08-10
2020-03-31	$544,424	11,947	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.