블랙스톤 주식회사
MX ˙ BMV ˙ US09260D1072
SecurityMX:BX / Blackstone Inc.
InstitutionWinch Advisory Services, LLC
Latest Disclosed Ownership95 shares
Latest Disclosed Value $ 10,981
Winch Advisory Services, LLC ownership in BX / Blackstone Inc.

On April 30, 2026 - Winch Advisory Services, LLC filed a 13F-HR form disclosing ownership of 95 shares of Blackstone Inc. (MX:BX) valued at $10,981 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 95 shares of Blackstone Inc.. This represents a change in shares of 0.00% 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)
2026-04-30 2026-03-31 13F BLACKSTONE COM 09260D107 95 0 0.00 11 -28.57 0.0025
2026-02-03 2025-12-31 13F BLACKSTONE COM 09260D107 95 1 1.06 15 -12.50 0.0032
2025-11-12 2025-09-30 13F BLACKSTONE COM 09260D107 94 0 0.00 16 14.29 0.0036
2025-08-07 2025-06-30 13F BLACKSTONE COM 09260D107 94 0 0.00 14 7.69 0.0034
2025-05-06 2025-03-31 13F BLACKSTONE COM 09260D107 94 1 1.08 13 -18.75 0.0035
2025-01-14 2024-12-31 13F BLACKSTONE COM 09260D107 93 0 0.00 16 14.29 0.0042
2024-10-21 2024-09-30 13F BLACKSTONE COM 09260D107 93 1 1.09 14 27.27 0.0039
2024-07-31 2024-06-30 13F BLACKSTONE COM 09260D107 92 0 0.00 11 -8.33 0.0033
2024-05-14 2024-03-31 13F BLACKSTONE COM 09260D107 92 0 0.00 12 0.00 0.0037
2024-01-18 2023-12-31 13F BLACKSTONE COM 09260D107 92 -87 -48.60 12 0.0040
2023-11-06 2023-09-30 13F BLACKSTONE COM 09260D107 179 -60 -25.10 0 0.0070
2023-08-08 2023-06-30 13F BLACKSTONE COM 09260D107 239 2 0.84 0 0.0079
2023-05-10 2023-03-31 13F BLACKSTONE COM 09260D107 237 2 0.85 0 0.0081
2023-01-26 2022-12-31 13F BLACKSTONE COM 09260D107 235 83 54.61 0 -100.00 0.0073
2022-10-31 2022-09-30 13F BLACKSTONE COM 09260D107 152 -38 -20.00 13 -23.53 0.0056
2022-08-12 2022-06-30 13F BLACKSTONE COM 09260D107 190 0 0.00 17 -29.17 0.0069
2022-04-26 2022-03-31 13F BLACKSTONE INC COM COM 09260D107 190 0 0.00 24 -4.00 0.0083
2022-02-04 2021-12-31 13F BLACKSTONE INC COM COM 09260D107 190 54 39.71 25 56.25 0.0083
2021-11-10 2021-09-30 13F BLACKSTONE INC COM COM 09260D107 136 36 36.00 16 60.00 0.0056
2021-08-05 2021-06-30 13F BLACKSTONE GROUP INC COM COM 09260D107 100 0 0.00 10 42.86 0.0036
2021-05-03 2021-03-31 13F BLACKSTONE GROUP INC COM COM 09260D107 100 1 1.01 7 16.67 0.0028
2021-02-09 2020-12-31 13F BLACKSTONE GROUP INC COM CL A COM 09260D107 99 99 6 0.0025
2020-11-04 2020-09-30 13F BLACKSTONE GROUP INC COM CL A COM 09260D107 0 -82 -100.00 0 -100.00
2020-08-12 2020-06-30 13F BLACKSTONE GROUP INC COM CL A COM 09260D107 82 82 5 0.0024
2020-05-13 2020-03-31 13F BLACKSTONE GROUP INC COM CL A COM 09253U108 0 -432 -100.00 0 -100.00
2020-02-12 2019-12-31 13F BLACKSTONE GROUP INC COM CL A COM 09253U108 432 89 25.95 24 41.18 0.0114
2019-11-13 2019-09-30 13F BLACKSTONE GROUP INC COM CL A COM 09253U108 343 2 0.59 17 13.33 0.0089
2019-08-07 2019-06-30 13F BLACKSTONE GROUP LP COM UNIT COM 09253U108 341 -111 -24.56 15 -6.25 0.0078
2019-05-13 2019-03-31 13F BLACKSTONE GROUP LP COM UNIT COM 09253U108 452 3 0.67 16 23.08 0.0088
2019-02-05 2018-12-31 13F THE BLACKSTONE GROUP LP COM UNIT COM 09253U108 449 4 0.90 13 -23.53 0.0072
2018-11-13 2018-09-30 13F THE BLACKSTONE GROUP LP COM UNIT COM 09253U108 445 2 0.45 17 21.43 0.0085
2018-08-13 2018-06-30 13F THE BLACKSTONE GROUP LP COM UNIT COM 09253U108 443 188 73.73 14 75.00 0.0075
2018-05-11 2018-03-31 13F THE BLACKSTONE GROUP LP COM UNIT COM 09253U108 255 142 125.66 8 100.00 0.0047
2018-02-13 2017-12-31 13F THE BLACKSTONE GROUP LP COM UNIT COM 09253U108 113 0 0.00 4 0.00 0.0024
2017-11-13 2017-09-30 13F THE BLACKSTONE GROUP LP COM COM 09253U108 113 0 0.00 4 0.00 0.0026
2017-08-07 2017-06-30 13F Blackstone Group COM 09253U108 113 0 0.00 4 33.33 0.0025
2017-05-01 2017-03-31 13F THE BLACKSTONE GROUP LP COM COM 09253U108 113 2 1.80 3 0.00 0.0019
2017-01-19 2016-12-31 13F THE BLACKSTONE GROUP LP COM COM 09253U108 111 2 1.83 3 0.00 0.0021
2016-11-02 2016-09-30 13F THE BLACKSTONE GROUP LP COM COM 09253U108 109 0 0.00 3 0.00 0.0024
2016-08-10 2016-06-30 13F THE BLACKSTONE GROUP LP COM COM 09253U108 109 0 0.00 3 0.00 0.0036
2016-05-12 2016-03-31 13F THE BLACKSTONE GROUP LP COM COM 09253U108 109 0 0.00 3 0.00 0.0048
2016-01-22 2015-12-31 13F THE BLACKSTONE GROUP LP COM COM 09253U108 109 1 0.93 3 0.00 0.0034
2015-11-13 2015-09-30 13F THE BLACKSTONE GROUP LP COM COM 09253U108 108 2 1.89 3 -25.00 0.0044
2015-08-11 2015-06-30 13F THE BLACKSTONE GROUP LP COM COM 09253U108 106 2 1.92 4 0.00 0.0022
2015-05-14 2015-03-31 13F THE BLACKSTONE GROUP LP COM COM 09253U108 104 104 0.00 4 0.0023
2015-02-11 2014-12-31 13F Blackstone Group COM 09253U108 0 -87,216 -100.00 0 -100.00
2014-11-14 2014-09-30 13F Blackstone Group COM 09253U108 87,216 23 0.03 2,746 -5.83 1.7610
2014-08-15 2014-06-30 13F Blackstone Group COM 09253U108 87,193 8 0.01 2,916 0.59 1.7112
2014-05-14 2014-03-31 13F Blackstone Group COM 09253U108 87,185 87,185 2,899 1.8358
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.