Blackstone Inc.
MX ˙ BMV ˙ US09260D1072
SecurityMX:BX / Blackstone Inc.
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership3,226 shares
Latest Disclosed Value $ 370,958
Pinnacle Wealth Planning Services, Inc. reports 14.18% decrease in ownership of BX / Blackstone Inc.

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 3,226 shares of Blackstone Inc. (MX:BX) valued at $370,958 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,759 shares of Blackstone Inc.. This represents a change in shares of -14.18% 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)
2026-05-11 2026-03-31 13F BLACKSTONE COM 09260D107 3,226 -533 -14.18 371 -36.10 0.0383
2026-02-13 2025-12-31 13F BLACKSTONE COM 09260D107 3,759 -40 -1.05 579 -10.79 0.0605
2025-11-13 2025-09-30 13F BLACKSTONE COM 09260D107 3,799 1,591 72.06 649 96.67 0.0761
2025-08-11 2025-06-30 13F BLACKSTONE COM 09260D107 2,208 427 23.98 330 33.06 0.0434
2025-05-15 2025-03-31 13F BLACKSTONE COM 09260D107 1,781 45 2.59 249 -17.06 0.0374
2025-02-27 2024-12-31 13F/A-1 BLACKSTONE COM 09260D107 1,736 -440 -20.22 299 -10.21 0.0450
2025-02-06 2024-12-31 13F BLACKSTONE COM 09260D107 1,736 -440 299 0.0418
2024-11-13 2024-09-30 13F BLACKSTONE GROUP Stock 09260D107 2,176 37 1.73 333 26.14 0.0453
2024-08-09 2024-06-30 13F BLACKSTONE GROUP Stock 09260D107 2,139 222 11.58 265 5.18 0.0378
2024-05-10 2024-03-31 13F BLACKSTONE GROUP Stock 09260D107 1,917 1,917 252 0.0369
2021-04-29 2021-03-31 13F BLACKSTONE GROUP Stock 09260D107 0 -91 -100.00 0 -100.00
2021-02-12 2020-12-31 13F BLACKSTONE GROUP Stock 09260D107 91 91 6 0.0014
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.