Superior Planning, LLC’s Blackstone BX Stock Holding History

Superior Planning, LLC’s Portfolio BX Stock Details BX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$36.2K	Buy	+323	New	+$42.3K	0.02%	473

Other funds holding BX

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Superior Planning, LLC's BX Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Blackstone (BX) in Q3 2026: 323 shares worth $36.2K. The stake represents 0.02% of the portfolio and ranks #473 among its holdings.

1,627 funds tracked by Wall St. Rank hold BX as of Q3 2026.

Superior Planning, LLC held 323 shares of Blackstone worth $36.2K as of Q3 2026.
Blackstone was a new Superior Planning, LLC position in Q3 2026.
Blackstone made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #473 holding.
1,627 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.