BankPlus Trust Department’s Blackstone BX Stock Holding History

BankPlus Trust Department’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	$2.11M	Buy	17,970 +511	+3%	+$61.4K	0.49%	49
2026 Q1	$2.01M	Sell	17,459 -2,151	-11%	-$280K	0.54%	45
2025 Q4	$3.02M	Sell	19,610 -345	-2%	-$52.4K	0.79%	27
2025 Q3	$3.41M	Buy	19,955 +510	+3%	+$87.4K	0.91%	19
2025 Q2	$2.91M	Buy	19,445 +1,401	+8%	+$193K	0.86%	24
2025 Q1	$2.52M	Buy	18,044 +344	+2%	+$55.8K	0.84%	27
2024 Q4	$3.05M	Buy	+17,700	New	+$3.08M	1%	18

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BankPlus Trust Department's BX Position: Q2 2026 in Review

BankPlus Trust Department increased its Blackstone (BX) stake by 2.9% in Q2 2026, buying an estimated $61.4K and bringing the position to 17,970 shares worth $2.11M. The position accounts for 0.49% of the portfolio, ranked #49.

BankPlus Trust Department first reported a position in BX in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.41M in Q3 2025. 2,160 funds tracked by Wall St. Rank hold BX as of Q2 2026.

BankPlus Trust Department held 17,970 shares of Blackstone worth $2.11M as of Q2 2026.
BankPlus Trust Department bought 511 Blackstone shares in Q2 2026, an estimated $61.4K.
Blackstone made up 0.49% of BankPlus Trust Department's portfolio in Q2 2026, its #49 holding.
BankPlus Trust Department first reported a position in Blackstone in Q4 2024 and has held it in 7 quarters since.
BankPlus Trust Department's Blackstone position peaked at $3.41M in Q3 2025.
2,160 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.