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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Bard Financial Services's BX Position: Q3 2025 in Review

Bard Financial Services reduced its Blackstone (BX) stake by 1.6% in Q3 2025, selling an estimated $77.1K and leaving 27,625 shares worth $4.72M. The position accounts for 0.52% of the portfolio, ranked #53.

Bard Financial Services first reported a position in BX in Q4 2020 and has held it in 20 quarters since. The position peaked at $5.11M in Q4 2024. 2,216 funds tracked by Wall St. Rank hold BX as of Q3 2025.

  • Bard Financial Services held 27,625 shares of Blackstone worth $4.72M as of Q3 2025.
  • Bard Financial Services sold 450 Blackstone shares in Q3 2025, an estimated $77.1K.
  • Blackstone made up 0.52% of Bard Financial Services's portfolio in Q3 2025, its #53 holding.
  • Bard Financial Services first reported a position in Blackstone in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Blackstone position peaked at $5.11M in Q4 2024.
  • 2,216 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.