Aft Forsyth & Sober’s Blackstone BX Stock Holding History

Aft Forsyth & Sober’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 Q1	$299K	Hold	2,600	–	–	0.09%	61
2025 Q4	$401K	Hold	2,600	–	–	0.12%	56
2025 Q3	$444K	Hold	2,600	–	–	0.14%	54
2025 Q2	$389K	Buy	+2,600	New	+$357K	0.13%	61
2024 Q4	–	Sell	-2,600	Closed	-$398K	–	79
2024 Q3	$398K	Buy	+2,600	New	+$361K	0.13%	78
2024 Q2	–	Sell	-6,200	Closed	-$342K	–	81
2024 Q1	$342K	Buy	6,200 +3,600	+138%	+$450K	0.12%	80
2023 Q4	$340K	Hold	2,600	–	–	0.13%	80
2023 Q3	$279K	Hold	2,600	–	–	0.12%	82
2023 Q2	$242K	Hold	2,600	–	–	0.1%	82
2023 Q1	$228K	Buy	+2,600	New	+$230K	0.12%	80
2022 Q4	–	Sell	-2,600	Closed	-$217K	–	83
2022 Q3	$217K	Hold	2,600	–	–	0.11%	83
2022 Q2	$237K	Hold	2,600	–	–	0.11%	83
2022 Q1	$33K	Hold	2,600	–	–	0.01%	90
2021 Q4	$336K	Buy	+2,600	New	+$347K	0.12%	85

Other funds holding BX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aft Forsyth & Sober's BX Position: Q1 2026 in Review

Aft Forsyth & Sober held its Blackstone (BX) position steady in Q1 2026 at 2,600 shares worth $299K. The position accounts for 0.09% of the portfolio, ranked #61.

Aft Forsyth & Sober first reported a position in BX in Q4 2021 and has held it in 14 quarters since. The position peaked at $444K in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Aft Forsyth & Sober held 2,600 shares of Blackstone worth $299K as of Q1 2026.
Aft Forsyth & Sober left its Blackstone share count unchanged in Q1 2026.
Blackstone made up 0.09% of Aft Forsyth & Sober's portfolio in Q1 2026, its #61 holding.
Aft Forsyth & Sober first reported a position in Blackstone in Q4 2021 and has held it in 14 quarters since.
Aft Forsyth & Sober's Blackstone position peaked at $444K in Q3 2025.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Aft Forsyth & Sober's 13F filing for Q1 2026, filed 14 May 2026.