Baron Financial Group’s Blackstone BX Stock Holding History

Baron Financial Group’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 Q4	–	Sell	-1,275	Closed	-$218K	–	59
2025 Q3	$218K	Buy	+1,275	New	+$218K	0.12%	49
2025 Q1	–	Sell	-1,275	Closed	-$220K	–	48
2024 Q4	$220K	Buy	+1,275	New	+$222K	0.14%	47
2023 Q2	–	Sell	-2,650	Closed	-$233K	–	54
2023 Q1	$233K	Buy	+2,650	New	+$234K	0.15%	46
2022 Q4	–	Sell	-2,650	Closed	-$222K	–	53
2022 Q3	$222K	Hold	2,650	–	–	0.15%	49
2022 Q2	$242K	Hold	2,650	–	–	0.16%	41
2022 Q1	$336K	Hold	2,650	–	–	0.2%	37
2021 Q4	$343K	Hold	2,650	–	–	0.19%	38
2021 Q3	$308K	Sell	2,650 -150	-5%	-$17.4K	0.19%	40
2021 Q2	$272K	Sell	2,800 -750	-21%	-$66.6K	0.17%	43
2021 Q1	$265K	Buy	3,550 +1,250	+54%	+$86.3K	0.18%	44
2020 Q4	$149K	Hold	2,300	–	–	0.12%	51
2020 Q3	$120K	Buy	+2,300	New	+$123K	0.11%	57

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Baron Financial Group's BX Position: Q4 2025 in Review

Baron Financial Group sold out of Blackstone (BX) in Q4 2025, closing a stake of 1,275 shares — an estimated $218K sold.

Baron Financial Group first reported a position in BX in Q3 2020 and held it in 12 quarters. The position peaked at $343K in Q4 2021. 2,282 funds tracked by Wall St. Rank hold BX as of Q4 2025.

Baron Financial Group reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
Baron Financial Group sold 1,275 Blackstone shares in Q4 2025, an estimated $218K.
Baron Financial Group first reported a position in Blackstone in Q3 2020 and held it in 12 quarters.
Baron Financial Group's Blackstone position peaked at $343K in Q4 2021.
2,282 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Baron Financial Group's 13F filing for Q4 2025, filed 9 Jan 2026.