Blackstone Inc.
MX ˙ BMV ˙ US09260D1072
SecurityMX:BX / Blackstone Inc.
InstitutionTCI Wealth Advisors, Inc.
Latest Disclosed Ownership4,343 shares
Latest Disclosed Value $ 499,420
TCI Wealth Advisors, Inc. reports 8.79% increase in ownership of BX / Blackstone Inc.

On April 27, 2026 - TCI Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 4,343 shares of Blackstone Inc. (MX:BX) valued at $499,420 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 3,992 shares of Blackstone Inc.. This represents a change in shares of 8.79% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-27 2026-03-31 13F BLACKSTONE COM 09260D107 4,343 351 8.79 499 -18.86 0.0265
2026-02-02 2025-12-31 13F BLACKSTONE COM 09260D107 3,992 9 0.23 615 -9.56 0.0339
2025-10-14 2025-09-30 13F BLACKSTONE COM 09260D107 3,983 21 0.53 680 14.86 0.0406
2025-07-16 2025-06-30 13F BLACKSTONE COM 09260D107 3,962 14 0.35 593 7.44 0.0406
2025-04-21 2025-03-31 13F BLACKSTONE COM 09260D107 3,948 -28 -0.70 552 -19.56 0.0442
2025-01-23 2024-12-31 13F BLACKSTONE COM 09260D107 3,976 1 0.03 685 12.66 0.0573
2024-10-24 2024-09-30 13F BLACKSTONE COM 09260D107 3,975 -4 -0.10 609 23.58 0.0513
2024-07-30 2024-06-30 13F BLACKSTONE COM 09260D107 3,979 635 18.99 493 12.07 0.0465
2024-05-07 2024-03-31 13F BLACKSTONE COM 09260D107 3,344 -84 -2.45 439 -2.01 0.0433
2024-02-06 2023-12-31 13F BLACKSTONE COM 09260D107 3,428 25 0.73 449 23.08 0.0479
2023-10-31 2023-09-30 13F BLACKSTONE COM 09260D107 3,403 96 2.90 365 18.57 0.0465
2023-08-04 2023-06-30 13F BLACKSTONE COM 09260D107 3,307 -145 -4.20 307 1.32 0.0393
2023-05-03 2023-03-31 13F BLACKSTONE COM 09260D107 3,452 267 8.38 303 28.39 0.0393
2023-02-07 2022-12-31 13F BLACKSTONE COM 09260D107 3,185 -75 -2.30 236 -13.55 0.0327
2022-11-08 2022-09-30 13F BLACKSTONE COM 09260D107 3,260 195 6.36 273 -2.50 0.0442
2022-07-19 2022-06-30 13F BLACKSTONE COM 09260D107 3,065 -43 -1.38 280 -29.11 0.0428
2022-04-29 2022-03-31 13F BLACKSTONE COM 09260D107 3,108 -360 -10.38 395 -12.03 0.0592
2022-01-24 2021-12-31 13F BLACKSTONE COM 09260D107 3,468 129 3.86 449 15.42 0.0664
2021-10-29 2021-09-30 13F BLACKSTONE COM 09260D107 3,339 322 10.67 389 32.76 0.0594
2021-08-02 2021-06-30 13F BLACKSTONE GROUP COM 09260D107 3,017 57 1.93 293 32.58 0.0495
2021-04-29 2021-03-31 13F BLACKSTONE GROUP COM 09260D107 2,960 -185 -5.88 221 8.33 0.0937
2021-01-21 2020-12-31 13F BLACKSTONE GROUP COM CL A 09260D107 3,145 204 6.94 204 32.47 0.0912
2020-10-20 2020-09-30 13F BLACKSTONE GROUP COM CL A 09260D107 2,941 5 0.17 154 -7.23 0.0609
2020-07-20 2020-06-30 13F BLACKSTONE GROUP COM CL A 09260D107 2,936 386 15.14 166 43.10 0.0710
2020-04-14 2020-03-31 13F BLACKSTONE GROUP COM CL A 09260D107 2,550 -500 -16.39 116 -32.16 0.0572
2020-01-27 2019-12-31 13F BLACKSTONE GROUP COM CL A 09260D107 3,050 2,400 369.23 171 434.38 0.0664
2019-10-17 2019-09-30 13F BLACKSTONE GROUP COM CL A 09260D107 650 650 32 0.0142
2019-07-23 2019-06-30 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 0 -2,034 -100.00 0 -100.00
2019-04-11 2019-03-31 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 2,034 34 1.70 71 18.33 0.0312
2019-01-17 2018-12-31 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 2,000 2,000 60 0.0291
2018-07-26 2018-06-30 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 0 -2,000 -100.00 0 -100.00
2018-04-30 2018-03-31 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 2,000 2,000 64 0.0296
2017-10-24 2017-09-30 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 0 -2,059 -100.00 0 -100.00
2017-08-10 2017-06-30 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 2,059 -2,226 -51.95 69 -45.67 0.0352
2017-05-04 2017-03-31 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 4,285 -920 -17.68 127 -9.93 0.0663
2017-02-10 2016-12-31 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 5,205 65 1.26 141 7.63 0.0739
2016-11-01 2016-09-30 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 5,140 66 1.30 131 4.80 0.0712
2016-08-09 2016-06-30 13F Blackstone Group COM UNIT LTD 09253U108 5,074 51 1.02 125 -11.35 0.0694
2016-04-29 2016-03-31 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 5,023 791 18.69 141 13.71 0.0781
2016-02-10 2015-12-31 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 4,232 2,724 180.64 124 158.33 0.0691
2015-11-02 2015-09-30 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 1,508 1,108 277.00 48 200.00 0.0289
2015-08-10 2015-06-30 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 400 400 0.00 16 0.0092
2014-08-11 2014-06-30 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 0 -593 -100.00 0 -100.00
2014-05-15 2014-03-31 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 593 231 63.81 20 81.82 0.0130
2014-01-21 2013-12-31 13F Blackstone Group COM UNIT LTD 09253U108 362 255 238.32 11 266.67 0.0069
2013-10-25 2013-09-30 13F Blackstone Group COM UNIT LTD 09253U108 107 107 3 0.0023
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.