Blackstone Inc.
US ˙ NYSE ˙ US09260D1072

SecurityBX / Blackstone Inc.
InstitutionTd Private Client Wealth Llc
Latest Disclosed Ownership4,179 shares
Latest Disclosed Value $ 480,543
Td Private Client Wealth Llc reports 2.65% increase in ownership of BX / Blackstone Inc.

On April 27, 2026 - Td Private Client Wealth Llc filed a 13F-HR form disclosing ownership of 4,179 shares of Blackstone Inc. (US:BX) valued at $480,543 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 4,071 shares of Blackstone Inc.. This represents a change in shares of 2.65% during the quarter. The current value of the position is $482,048 USD.

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 COMMON STOCK 09260D107 4,179 108 2.65 481 -23.44 0.0100
2026-02-05 2025-12-31 13F BLACKSTONE INC COM COMMON STOCK 09260D107 4,071 -247 -5.72 628 -14.93 0.0134
2025-10-27 2025-09-30 13F BLACKSTONE INC COM COMMON STOCK 09260D107 4,318 56 1.31 738 15.70 0.0166
2025-07-15 2025-06-30 13F BLACKSTONE INC COM COMMON STOCK 09260D107 4,262 994 30.42 638 39.69 0.0157
2025-04-29 2025-03-31 13F BLACKSTONE INC COM COMMON STOCK 09260D107 3,268 -453 -12.17 457 -28.86 0.0126
2025-02-11 2024-12-31 13F BLACKSTONE INC COM COMMON STOCK 09260D107 3,721 334 9.86 642 23.75 0.0179
2024-11-18 2024-09-30 13F BLACKSTONE INC COM COMMON STOCK 09260D107 3,387 -6,476 -65.66 519 -57.58 0.0149
2024-08-14 2024-06-30 13F BLACKSTONE INC COM COMMON STOCK 09260D107 9,863 679 7.39 1,221 1.24 0.0384
2024-08-16 2024-03-31 13F BLACKSTONE INC COM COMMON STOCK 09260D107 9,184 -1,549 -14.43 1,207 -14.16 0.0396
2024-08-16 2023-12-31 13F BLACKSTONE INC COM COMMON STOCK 09260D107 10,733 -131 -1.21 1,405 20.81 0.0508
2024-08-16 2023-09-30 13F BLACKSTONE INC COM COMMON STOCK 09260D107 10,864 -725 -6.26 1,164 7.99 0.0504
2024-08-16 2023-06-30 13F BLACKSTONE INC COM COMMON STOCK 09260D107 11,589 13 0.11 1,077 6.00 0.0465
2024-08-16 2023-03-31 13F BLACKSTONE INC COM COMMON STOCK 09260D107 11,576 1,271 12.33 1,017 32.98 0.0456
2024-08-16 2022-12-31 13F BLACKSTONE INC COM COMMON STOCK 09260D107 10,305 -1,670 -13.95 765 -23.75 0.0361
2024-08-16 2022-09-30 13F BLACKSTONE INC COM COMMON STOCK 09260D107 11,975 775 6.92 1,002 -1.86 0.0513
2024-08-16 2022-06-30 13F BLACKSTONE INC COM COMMON STOCK 09260D107 11,200 1,170 11.67 1,022 -19.80 0.0498
2024-08-16 2022-03-31 13F BLACKSTONE INC COM COMMON STOCK 09260D107 10,030 8,339 493.14 1,273 483.94 0.0542
2024-08-16 2021-12-31 13F BLACKSTONE INC COM COMMON STOCK 09260D107 1,691 -30 -1.74 219 9.00 0.0091
2024-08-16 2021-09-30 13F BLACKSTONE INC COM COMMON STOCK 09260D107 1,721 -177 -9.33 200 8.70 0.0086
2024-08-16 2021-06-30 13F BLACKSTONE INC COM COMMON STOCK 09260D107 1,898 254 15.45 184 50.82 0.0079
2024-08-16 2021-03-31 13F BLACKSTONE INC COM COMMON STOCK 09260D107 1,644 217 15.21 123 32.61 0.0057
2024-08-16 2020-12-31 13F BLACKSTONE INC COM COMMON STOCK 09260D107 1,427 0 0.00 92 24.32 0.0047
2024-08-16 2020-09-30 13F BLACKSTONE INC COM COMMON STOCK 09260D107 1,427 0 0.00 74 -7.50 0.0042
2024-08-16 2020-06-30 13F BLACKSTONE INC COM COMMON STOCK 09260D107 1,427 0 0.00 81 23.08 0.0047
2024-08-16 2020-03-31 13F BLACKSTONE INC COM COMMON STOCK 09260D107 1,427 -1,680 -54.07 65 -62.43 0.0047
2024-08-16 2019-12-31 13F BLACKSTONE INC COM COMMON STOCK 09260D107 3,107 3,107 174 0.0104
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.