SEC 13F Intelligence

Sargent Investment Group, LLC / BX

Sargent Investment Group, LLC’s Blackstone Inc Position

Does Sargent Investment Group, LLC own Blackstone Inc (BX)? Yes — 90.9K shares worth $10M (+1.38% of its 13F portfolio) as of Q1 2026, up from 90.1K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
90.9K
% of Portfolio
+1.38%
Quarters Held
27
currently held

Position History BX

Reported value by quarter
Q3 ’19: $10MQ3 ’19Q4 ’19: $24MQ1 ’20: $9MQ2 ’20: $10MQ3 ’20: $9MQ3 ’20Q4 ’20: $10MQ1 ’21: $11MQ2 ’21: $13MQ3 ’21: $16MQ3 ’21Q4 ’21: $17MQ1 ’22: $16MQ2 ’22: $11MQ3 ’22: $11MQ3 ’22Q4 ’22: $9MQ1 ’23: $10MQ2 ’23: $11MQ3 ’23: $11MQ3 ’23Q4 ’23: $13MQ1 ’24: $12MQ2 ’24: $11MQ3 ’24: $13MQ3 ’24Q4 ’24: $14MQ1 ’25: $12MQ2 ’25: $17MQ3 ’25: $17MQ3 ’25Q4 ’25: $14MQ1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202690.9K$10M+1.38%
Q4 202590.1K$14M+1.74%
Q3 202596.9K$17M+2.36%
Q2 202597.8K$17M+2.24%
Q1 202586.1K$12M+1.92%
Q4 202485.3K$14M+2.31%
Q3 202482.6K$13M+2.27%
Q2 202485.6K$11M+2.16%
Q1 202489.4K$12M+2.58%
Q4 202397.8K$13M+2.80%
Q3 2023106.0K$11M+2.74%
Q2 2023114.7K$11M+2.59%
Q1 2023121.8K$10M+2.73%
Q4 2022121.8K$9M+2.81%
Q3 2022125.1K$11M+3.57%
Q2 2022122.3K$11M+3.45%
Q1 2022122.5K$16M+3.92%
Q4 2021131.4K$17M+3.88%
Q3 2021135.3K$16M+3.82%
Q2 2021137.1K$13M+3.16%
Q1 2021141.7K$11M+2.78%
Q4 2020150.1K$10M+3.07%
Q3 2020172.9K$9M+3.28%
Q2 2020186.1K$10M+3.92%
Q1 2020203.7K$9M+4.27%
Q4 2019435.0K$24M+4.55%
Q3 2019198.1K$10M+4.34%

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