AssetMark Inc
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AssetMark Inc’s Blackstone BX Stock Holding History

AssetMark Inc’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 		$6.75M Buy
57,382
+4,529
+9% +$544K 0.01% 650
2026
Q1 		$6.08M Sell
52,853
-13,625
-20% -$1.77M 0.01% 619
2025
Q4 		$10.2M Sell
66,478
-10,259
-13% -$1.56M 0.02% 489
2025
Q3 		$13.1M Buy
76,737
+1,339
+2% +$229K 0.03% 389
2025
Q2 		$11.3M Buy
75,398
+6,740
+10% +$926K 0.03% 383
2025
Q1 		$9.6M Buy
68,658
+3,186
+5% +$517K 0.03% 372
2024
Q4 		$11.3M Buy
65,472
+5,290
+9% +$922K 0.03% 341
2024
Q3 		$9.22M Buy
60,182
+11,441
+23% +$1.59M 0.03% 339
2024
Q2 		$6.03M Buy
48,741
+20,427
+72% +$2.51M 0.02% 395
2024
Q1 		$3.72M Buy
28,314
+2,804
+11% +$350K 0.01% 468
2023
Q4 		$3.34M Buy
25,510
+2,648
+12% +$286K 0.01% 455
2023
Q3 		$2.45M Buy
22,862
+4,107
+22% +$428K 0.01% 470
2023
Q2 		$1.74M Buy
18,755
+3,374
+22% +$291K 0.01% 504
2023
Q1 		$1.35M Buy
15,381
+1,458
+10% +$129K 0.01% 537
2022
Q4 		$1.03M Buy
13,923
+9,691
+229% +$837K ﹤0.01% 572
2022
Q3 		$354K Buy
4,232
+555
+15% +$53.8K ﹤0.01% 705
2022
Q2 		$335K Sell
3,677
-104
-3% -$11.2K ﹤0.01% 677
2022
Q1 		$480K Sell
3,781
-134
-3% -$16.3K ﹤0.01% 620
2021
Q4 		$507K Buy
3,915
+3,621
+1,232% +$483K ﹤0.01% 539
2021
Q3 		$34K Buy
294
+136
+86% +$15.8K ﹤0.01% 845
2021
Q2 		$15K Buy
+158
New +$14K ﹤0.01% 936
2020
Q4 		– Sell
-130
Closed -$7K – 1392
2020
Q3 		$7K Buy
+130
New +$6.96K ﹤0.01% 949
2017
Q2 		– Sell
-500
Closed -$15K – 1376
2017
Q1 		$15K Buy
+500
New +$15K ﹤0.01% 925

Other funds holding BX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

AssetMark Inc's BX Position: Q2 2026 in Review

AssetMark Inc increased its Blackstone (BX) stake by 8.6% in Q2 2026, buying an estimated $544K and bringing the position to 57,382 shares worth $6.75M. The position accounts for 0.01% of the portfolio, ranked #650.

AssetMark Inc first reported a position in BX in Q1 2017 and has held it in 23 quarters since. The position peaked at $13.1M in Q3 2025. 962 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • AssetMark Inc held 57,382 shares of Blackstone worth $6.75M as of Q2 2026.
  • AssetMark Inc bought 4,529 Blackstone shares in Q2 2026, an estimated $544K.
  • Blackstone made up 0.01% of AssetMark Inc's portfolio in Q2 2026, its #650 holding.
  • AssetMark Inc first reported a position in Blackstone in Q1 2017 and has held it in 23 quarters since.
  • AssetMark Inc's Blackstone position peaked at $13.1M in Q3 2025.
  • 962 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.