SEC 13F Intelligence

Sfe Investment Counsel / BX

Sfe Investment Counsel’s Blackstone Inc Position

Does Sfe Investment Counsel own Blackstone Inc (BX)? Yes — 66.7K shares worth $8M (+1.21% of its 13F portfolio) as of Q1 2026, up from 52.5K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
66.7K
% of Portfolio
+1.21%
Quarters Held
27
currently held

Position History BX

Reported value by quarter
Q3 ’19: $1MQ3 ’19Q4 ’19: $2MQ1 ’20: $2MQ2 ’20: $2MQ3 ’20: $2MQ3 ’20Q4 ’20: $3MQ1 ’21: $3MQ2 ’21: $4MQ3 ’21: $4MQ3 ’21Q4 ’21: $3MQ1 ’22: $3MQ2 ’22: $3MQ3 ’22: $4MQ3 ’22Q4 ’22: $4MQ1 ’23: $4MQ2 ’23: $4MQ3 ’23: $5MQ3 ’23Q4 ’23: $6MQ1 ’24: $5MQ2 ’24: $5MQ3 ’24: $6MQ3 ’24Q4 ’24: $7MQ1 ’25: $6MQ2 ’25: $7MQ3 ’25: $7MQ3 ’25Q4 ’25: $8MQ1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202666.7K$8M+1.21%
Q4 202552.5K$8M+1.24%
Q3 202543.6K$7M+1.19%
Q2 202544.1K$7M+1.16%
Q1 202539.5K$6M+1.10%
Q4 202438.0K$7M+1.39%
Q3 202441.4K$6M+1.32%
Q2 202441.7K$5M+1.15%
Q1 202441.7K$5M+1.24%
Q4 202343.4K$6M+1.48%
Q3 202345.9K$5M+1.43%
Q2 202346.5K$4M+1.22%
Q1 202345.7K$4M+1.20%
Q4 202254.1K$4M+1.35%
Q3 202248.5K$4M+1.28%
Q2 202235.3K$3M+0.96%
Q1 202224.6K$3M+0.79%
Q4 202125.4K$3M+0.85%
Q3 202130.9K$4M+1.01%
Q2 202136.6K$4M+0.98%
Q1 202140.9K$3M+0.89%
Q4 202040.8K$3M+0.84%
Q3 202040.2K$2M+0.84%
Q2 202038.9K$2M+0.98%
Q1 202037.8K$2M+0.95%
Q4 201936.7K$2M+0.84%
Q3 201921.6K$1M+0.45%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sfe Investment Counsel’s full portfolio or all institutional holders of BX.