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Berger Financial Group’s Blackstone BX Stock Holding History

Berger 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
2026
Q1 		$244K Buy
2,124
+18
+0.9% +$2.34K 0.01% 406
2025
Q4 		$325K Buy
2,106
+165
+9% +$25.1K 0.02% 356
2025
Q3 		$332K Buy
1,941
+10
+0.5% +$1.71K 0.02% 332
2025
Q2 		$289K Sell
1,931
-125
-6% -$17.2K 0.02% 344
2025
Q1 		$287K Buy
2,056
+19
+0.9% +$3.08K 0.02% 338
2024
Q4 		$351K Sell
2,037
-126
-6% -$22K 0.02% 304
2024
Q3 		$331K Buy
2,163
+119
+6% +$16.5K 0.02% 284
2024
Q2 		$253K Buy
2,044
+81
+4% +$9.97K 0.02% 317
2024
Q1 		$258K Sell
1,963
-10
-0.5% -$1.25K 0.02% 311
2023
Q4 		$258K Buy
1,973
+53
+3% +$5.73K 0.03% 262
2023
Q3 		$206K Sell
1,920
-351
-15% -$36.5K 0.02% 267
2023
Q2 		$211K Buy
+2,271
New +$196K 0.02% 269
2022
Q2 		– Sell
-1,798
Closed -$228K – 251
2022
Q1 		$228K Buy
+1,798
New +$219K 0.03% 246

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Berger Financial Group's BX Position: Q1 2026 in Review

Berger Financial Group increased its Blackstone (BX) stake by 0.85% in Q1 2026, buying an estimated $2.34K and bringing the position to 2,124 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #406.

Berger Financial Group first reported a position in BX in Q1 2022 and has held it in 13 quarters since. The position peaked at $351K in Q4 2024. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Berger Financial Group held 2,124 shares of Blackstone worth $244K as of Q1 2026.
  • Berger Financial Group bought 18 Blackstone shares in Q1 2026, an estimated $2.34K.
  • Blackstone made up 0.01% of Berger Financial Group's portfolio in Q1 2026, its #406 holding.
  • Berger Financial Group first reported a position in Blackstone in Q1 2022 and has held it in 13 quarters since.
  • Berger Financial Group's Blackstone position peaked at $351K in Q4 2024.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.