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Ascent Group’s Blackstone BX Stock Holding History

Ascent Group’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 		$2.85M Buy
24,826
+692
+3% +$90K 0.1% 192
2025
Q4 		$3.72M Buy
24,134
+4,135
+21% +$628K 0.13% 156
2025
Q3 		$3.42M Buy
19,999
+7,291
+57% +$1.25M 0.12% 169
2025
Q2 		$1.9M Buy
12,708
+298
+2% +$40.9K 0.07% 226
2025
Q1 		$1.73M Buy
12,410
+3,888
+46% +$631K 0.07% 250
2024
Q4 		$1.47M Buy
8,522
+74
+0.9% +$12.9K 0.11% 225
2024
Q3 		$1.29M Buy
8,448
+605
+8% +$83.9K 0.1% 252
2024
Q2 		$971K Buy
7,843
+2,784
+55% +$343K 0.08% 265
2024
Q1 		$665K Sell
5,059
-303
-6% -$37.8K 0.06% 316
2023
Q4 		$697K Buy
5,362
+790
+17% +$85.5K 0.07% 298
2023
Q3 		$443K Buy
4,572
+125
+3% +$13K 0.05% 332
2023
Q2 		$461K Sell
4,447
-303
-6% -$26.2K 0.05% 315
2023
Q1 		$417K Sell
4,750
-23,910
-83% -$2.11M 0.04% 339
2022
Q4 		$2.13M Sell
28,660
-1,415
-5% -$122K 0.25% 121
2022
Q3 		$2.74M Buy
30,075
+1,911
+7% +$185K 0.33% 80
2022
Q2 		$2.88M Buy
28,164
+2,836
+11% +$306K 0.34% 83
2022
Q1 		$3.21M Buy
25,328
+478
+2% +$58.3K 0.37% 85
2021
Q4 		$2.73M Buy
+24,850
New +$3.31M 0.35% 97

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ascent Group's BX Position: Q1 2026 in Review

Ascent Group increased its Blackstone (BX) stake by 2.9% in Q1 2026, buying an estimated $90K and bringing the position to 24,826 shares worth $2.85M. The position accounts for 0.1% of the portfolio, ranked #192.

Ascent Group first reported a position in BX in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.72M in Q4 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Ascent Group held 24,826 shares of Blackstone worth $2.85M as of Q1 2026.
  • Ascent Group bought 692 Blackstone shares in Q1 2026, an estimated $90K.
  • Blackstone made up 0.1% of Ascent Group's portfolio in Q1 2026, its #192 holding.
  • Ascent Group first reported a position in Blackstone in Q4 2021 and has held it in 18 quarters since.
  • Ascent Group's Blackstone position peaked at $3.72M in Q4 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.