ROTHSCHILD INVESTMENT LLC

Position in BX — Blackstone Inc.

CIK 85338 CHICAGO, IL

Position in BX

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$28,296,575

+$4,707,642 QoQ

Shares Held

240,474

+17.2% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

1.25%

of 13F equity value

Holder Rank

#182

of 2,112 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $75,515,400 across 124 Asset Management names. BX ranks #1 (37.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc. This page	240,474	$28,296,575
2	RVT	Royce Small-Cap Trust, Inc.	250,772	$4,631,758
3	WT	WisdomTree, Inc.	258,787	$4,383,851
4	KKR	KKR & Co. Inc.	43,559	$3,997,845
5	ARCC	Ares Capital Corp	174,299	$3,229,760
6	BLK	BlackRock, Inc.	2,476	$2,380,822
7	AMP	Ameriprise Financial Inc	5,178	$2,375,459
8	OWL	Blue Owl Capital Inc.	262,486	$2,296,752

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,296,575	240,474	+17.2%	Shares	Sole	2026-08-06
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.