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Action Point Financial Planning’s Blackstone BX Stock Holding History

Action Point Financial Planning’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
Q2 		$372K Buy
+3,167
New +$381K 0.04% 311

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Action Point Financial Planning's BX Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Blackstone (BX) in Q2 2026: 3,167 shares worth $372K. The stake represents 0.04% of the portfolio and ranks #311 among its holdings.

2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Action Point Financial Planning held 3,167 shares of Blackstone worth $372K as of Q2 2026.
  • Blackstone was a new Action Point Financial Planning position in Q2 2026.
  • Blackstone made up 0.04% of Action Point Financial Planning's portfolio in Q2 2026, its #311 holding.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.