ROTHSCHILD INVESTMENT LLC

Position in BX — Blackstone Inc.

CIK 85338 CHICAGO, IL

Position in BX

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

Position Value

$23,588,933

-$6,614,337 QoQ

Shares Held

205,139

+4.7% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

1.65%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

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

Financial Services · as of Mar 31, 2026

ROTHSCHILD INVESTMENT LLC holds $57,489,237 across 125 Asset Management names. BX ranks #1 (41.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc. This page	205,139	$23,588,933
2	RVT	Royce Small-Cap Trust, Inc.	240,212	$3,987,519
3	KKR	KKR & Co. Inc.	41,187	$3,809,797
4	WT	WisdomTree, Inc.	259,779	$3,782,382
5	ARCC	Ares Capital Corp	118,385	$2,133,297
6	OWL	Blue Owl Capital Inc.	192,618	$1,758,602
7	IVZ	Invesco Ltd.	60,083	$1,459,416
8	STT	State Street Corp	10,168	$1,286,862

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$23,588,933	205,139	+4.7%	Shares	Sole	2026-05-07
2025-12-31	$30,203,270	195,947	-1.6%	Shares	Sole	2026-02-10
2025-09-30	$34,034,686	199,208	+0.3%	Shares	Sole	2025-11-07
2025-06-30	$29,721,097	198,697	+1.0%	Shares	Sole	2025-08-11
2025-03-31	$27,504,091	196,767	+0.1%	Shares	Sole	2025-04-08
2024-12-31	$33,876,736	196,478	-2.5%	Shares	Sole	2025-02-04
2024-09-30	$30,854,776	201,494	-1.5%	Shares	Sole	2024-10-18
2024-06-30	$25,320,442	204,527	+0.5%	Shares	Sole	2024-07-31
2024-03-31	$26,739,706	203,545	-0.7%	Shares	Sole	2024-07-31
2023-12-31	$26,846,062	205,057	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.