Bard Associates’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$69.7K Buy
592
+72
+14% +$8.65K 0.02% 169
2026
Q1
$59.8K Buy
520
+20
+4% +$2.6K 0.02% 166
2025
Q4
$77.1K Buy
+500
New +$76K 0.02% 134

Other funds holding BX

Bard Associates's BX Position: Q2 2026 in Review

Bard Associates increased its Blackstone (BX) stake by 14% in Q2 2026, buying an estimated $8.65K and bringing the position to 592 shares worth $69.7K. The position accounts for 0.02% of the portfolio, ranked #169.

Bard Associates first reported a position in BX in Q4 2025 and has held it in 3 quarters since. The position peaked at $77.1K in Q4 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Bard Associates held 592 shares of Blackstone worth $69.7K as of Q2 2026.
  • Bard Associates bought 72 Blackstone shares in Q2 2026, an estimated $8.65K.
  • Blackstone made up 0.02% of Bard Associates's portfolio in Q2 2026, its #169 holding.
  • Bard Associates first reported a position in Blackstone in Q4 2025 and has held it in 3 quarters since.
  • Bard Associates's Blackstone position peaked at $77.1K in Q4 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.