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BAM Wealth Management’s Blackstone BX Stock Holding History

BAM Wealth Management’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 		$217K Buy
+1,844
New +$222K 0.14% 160

Other funds holding BX

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BAM Wealth Management's BX Position: Q2 2026 in Review

BAM Wealth Management opened a new position in Blackstone (BX) in Q2 2026: 1,844 shares worth $217K. The stake represents 0.14% of the portfolio and ranks #160 among its holdings.

1,226 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • BAM Wealth Management held 1,844 shares of Blackstone worth $217K as of Q2 2026.
  • Blackstone was a new BAM Wealth Management position in Q2 2026.
  • Blackstone made up 0.14% of BAM Wealth Management's portfolio in Q2 2026, its #160 holding.
  • 1,226 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.