LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in BX — Blackstone Inc.
CIK 932974
BOSTON, MA
Position in BX
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,432,430
-$487,691 QoQ
Shares Held
12,457
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $10,877,750 across 11 Asset Management names. BX ranks #3 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
26,918 | $3,406,742 | |
| 2 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
79,596 | $2,925,153 | |
| 3 | BX |
Blackstone Inc.
This page
|
12,457 | $1,432,430 | |
| 4 | KKR |
KKR & Co. Inc.
|
15,453 | $1,429,402 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
17,535 | $709,641 | |
| 6 | BLK |
BlackRock, Inc.
|
416 | $400,071 | |
| 7 | BAM |
Brookfield Asset Management Ltd.
|
5,730 | $254,698 | |
| 8 | NTRS |
Northern Trust Corp
|
1,200 | $167,484 |
All Filings in BX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,432,430 | 12,457 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,920,121 | 12,457 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,162,448 | 12,657 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $155,413 | 1,039 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $145,231 | 1,039 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $205,179 | 1,190 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $218,210 | 1,425 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $176,415 | 1,425 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $190,486 | 1,450 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $189,834 | 1,450 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $390,953 | 3,649 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $153,028 | 1,646 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $175,855 | 2,002 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $164,701 | 2,220 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $188,743 | 2,255 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $188,663 | 2,068 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $237,631 | 1,872 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $272,624 | 2,107 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $254,086 | 2,184 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $60,712 | 625 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $40,506 | 625 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $32,625 | 625 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $35,412 | 625 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $28,481 | 625 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||