Atala Financial’s Blackstone BX Stock Holding History

Atala Financial’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
2025 Q4	–	Sell	-1,581	Closed	-$270K	–	123
2025 Q3	$270K	Hold	1,581	–	–	0.17%	107
2025 Q2	$236K	Hold	1,581	–	–	0.16%	113
2025 Q1	$221K	Hold	1,581	–	–	0.16%	110
2024 Q4	$273K	Buy	+1,581	New	+$275K	0.19%	104

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Atala Financial's BX Position: Q4 2025 in Review

Atala Financial sold out of Blackstone (BX) in Q4 2025, closing a stake of 1,581 shares — an estimated $270K sold.

Atala Financial first reported a position in BX in Q4 2024 and held it in 4 quarters. The position peaked at $273K in Q4 2024. 2,283 funds tracked by Wall St. Rank hold BX as of Q4 2025.

Atala Financial reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
Atala Financial sold 1,581 Blackstone shares in Q4 2025, an estimated $270K.
Atala Financial first reported a position in Blackstone in Q4 2024 and held it in 4 quarters.
Atala Financial's Blackstone position peaked at $273K in Q4 2024.
2,283 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Atala Financial's 13F filing for Q4 2025, filed 23 Jan 2026.