BAM Wealth Management
BX icon

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
Q3 		$266K Buy
2,377
+533
+29% +$69.7K 0.14% 162
2026
Q2 		$217K Buy
+1,844
New +$222K 0.14% 160

Other funds holding BX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Cryder Capital Partners
Cryder Capital Partners London, United Kingdom $1.57B AUM 4.27% 1-Year Est. Return

BAM Wealth Management's BX Position: Q3 2026 in Review

BAM Wealth Management increased its Blackstone (BX) stake by 29% in Q3 2026, buying an estimated $69.7K and bringing the position to 2,377 shares worth $266K. The position accounts for 0.14% of the portfolio, ranked #162.

BAM Wealth Management first reported a position in BX in Q2 2026 and has held it in 2 quarters since. 1,246 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • BAM Wealth Management held 2,377 shares of Blackstone worth $266K as of Q3 2026.
  • BAM Wealth Management bought 533 Blackstone shares in Q3 2026, an estimated $69.7K.
  • Blackstone made up 0.14% of BAM Wealth Management's portfolio in Q3 2026, its #162 holding.
  • BAM Wealth Management first reported a position in Blackstone in Q2 2026 and has held it in 2 quarters since.
  • 1,246 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.