BankPlus Wealth Management’s Blackstone BX Stock Holding History

BankPlus 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	$453K	Buy	3,854 +233	+6%	+$28K	0.2%	75
2026 Q1	$416K	Buy	3,621 +56	+2%	+$7.29K	0.22%	81
2025 Q4	$550K	Buy	3,565 +50	+1%	+$7.6K	0.3%	63
2025 Q3	$600K	Buy	3,515 +196	+6%	+$33.6K	0.35%	54
2025 Q2	$496K	Buy	3,319 +100	+3%	+$13.7K	0.33%	61
2025 Q1	$450K	Buy	3,219 +54	+2%	+$8.77K	0.33%	61
2024 Q4	$546K	Buy	+3,165	New	+$551K	0.41%	46

Other funds holding BX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

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

BankPlus Wealth Management increased its Blackstone (BX) stake by 6.4% in Q2 2026, buying an estimated $28K and bringing the position to 3,854 shares worth $453K. The position accounts for 0.2% of the portfolio, ranked #75.

BankPlus Wealth Management first reported a position in BX in Q4 2024 and has held it in 7 quarters since. The position peaked at $600K in Q3 2025. 962 funds tracked by Wall St. Rank hold BX as of Q2 2026.

BankPlus Wealth Management held 3,854 shares of Blackstone worth $453K as of Q2 2026.
BankPlus Wealth Management bought 233 Blackstone shares in Q2 2026, an estimated $28K.
Blackstone made up 0.2% of BankPlus Wealth Management's portfolio in Q2 2026, its #75 holding.
BankPlus Wealth Management first reported a position in Blackstone in Q4 2024 and has held it in 7 quarters since.
BankPlus Wealth Management's Blackstone position peaked at $600K in Q3 2025.
962 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.