AMG National Trust Bank’s Blackstone BX Stock Holding History

AMG National Trust Bank’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	–	Sell	-8,642	Closed	-$994K	–	451
2026 Q1	$994K	Buy	8,642 +7,106	+463%	+$925K	0.02%	317
2025 Q4	$237K	Hold	1,536	–	–	0.01%	423
2025 Q3	$262K	Sell	1,536 -55	-3%	-$9.42K	0.01%	411
2025 Q2	$238K	Buy	1,591 +5	+0.3%	+$687	0.01%	419
2025 Q1	$222K	Buy	1,586 +20	+1%	+$3.25K	0.01%	414
2024 Q4	$270K	Buy	1,566 +45	+3%	+$7.84K	0.01%	400
2024 Q3	$233K	Buy	+1,521	New	+$211K	0.01%	411
2023 Q1	–	Sell	-4,702	Closed	-$349K	–	457
2022 Q4	$349K	Buy	+4,702	New	+$406K	0.01%	372
2022 Q2	–	Sell	-2,335	Closed	-$296K	–	434
2022 Q1	$296K	Hold	2,335	–	–	0.01%	401
2021 Q4	$302K	Hold	2,335	–	–	0.01%	403
2021 Q3	$272K	Buy	2,335 +185	+9%	+$21.5K	0.01%	416
2021 Q2	$209K	Buy	+2,150	New	+$191K	0.01%	435

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CCP

Cryder Capital Partners London, United Kingdom $1.59B AUM 0.23% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

AMG National Trust Bank's BX Position: Q2 2026 in Review

AMG National Trust Bank sold out of Blackstone (BX) in Q2 2026, closing a stake of 8,642 shares — an estimated $994K sold.

AMG National Trust Bank first reported a position in BX in Q2 2021 and held it in 12 quarters. The position peaked at $994K in Q1 2026. 1,318 funds tracked by Wall St. Rank hold BX as of Q2 2026.

AMG National Trust Bank reported no remaining Blackstone position as of Q2 2026 after selling out during the quarter.
AMG National Trust Bank sold 8,642 Blackstone shares in Q2 2026, an estimated $994K.
AMG National Trust Bank first reported a position in Blackstone in Q2 2021 and held it in 12 quarters.
AMG National Trust Bank's Blackstone position peaked at $994K in Q1 2026.
1,318 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.