Bard Financial Services’s Blackstone BX Stock Holding History

Bard Financial Services’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
2025 Q3	$4.72M	Sell	27,625 -450	-2%	-$77.1K	0.52%	53
2025 Q2	$4.2M	Sell	28,075 -800	-3%	-$110K	0.5%	55
2025 Q1	$4.04M	Sell	28,875 -750	-3%	-$122K	0.49%	52
2024 Q4	$5.11M	Sell	29,625 -250	-0.8%	-$43.6K	0.61%	48
2024 Q3	$4.57M	Sell	29,875 -3,125	-9%	-$434K	0.54%	49
2024 Q2	$4.09M	Hold	33,000	–	–	0.42%	56
2024 Q1	$4.34M	Sell	33,000 -200	-0.6%	-$25K	0.46%	56
2023 Q4	$4.35M	Sell	33,200 -300	-0.9%	-$32.5K	0.49%	53
2023 Q3	$3.59M	Buy	33,500 +2,000	+6%	+$208K	0.44%	57
2023 Q2	$2.93M	Buy	31,500 +175	+0.6%	+$15.1K	0.22%	95
2023 Q1	$2.75M	Buy	31,325 +1,675	+6%	+$148K	0.22%	93
2022 Q4	$2.2M	Buy	29,650 +1,775	+6%	+$153K	0.19%	109
2022 Q3	$2.33M	Buy	27,875 +3,250	+13%	+$315K	0.22%	98
2022 Q2	$2.25M	Buy	24,625 +1,350	+6%	+$146K	0.21%	101
2022 Q1	$2.96M	Buy	23,275 +2,225	+11%	+$271K	0.24%	94
2021 Q4	$2.72M	Sell	21,050 -575	-3%	-$76.7K	0.22%	97
2021 Q3	$2.52M	Sell	21,625 -1,250	-5%	-$145K	0.22%	100
2021 Q2	$2.22M	Buy	22,875 +2,000	+10%	+$178K	0.2%	103
2021 Q1	$1.56M	Buy	20,875 +500	+2%	+$34.5K	0.15%	113
2020 Q4	$1.32M	Buy	+20,375	New	+$1.19M	0.13%	121

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return