# BLACKSTONE UNIT INVESTMENT

BLACKSTONE UNIT INVESTMENT is a security (CUSIP 09259K401) tracked across SEC portfolio filings. 5 institutional managers reported $2.4M on Form 13F as of 2026-06-30.

## Summary

- Issuer: BLACKSTONE
- Class: UNIT INVESTMENT
- CUSIP: 09259K401
- 13F holders: 5
- 13F value: $2.4M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| FIRST AMERICAN TRUST, FSB | SANTA ANA, CA | $1.5M | 106,270 |
| MOODY LYNN LIEBERSON & WALKER, LLC | BOSTON, MA | $467K | 32,370 |
| [Monument Group Wealth Advisors, LLC](https://search.stillhousedata.com/firm/111908) | CONCORD, MA | $212K | 692 |
| RFP Financial Group LLC | ATLANTA, GA | $177K | 12,436 |
| [RETIREMITTEN FINANCIAL LLC](https://search.stillhousedata.com/firm/300779) | MILFORD, MI | $27K | 1,902 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/09259K401.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.