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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
Q2 		$245K Sell
2,086
-38
-2% -$4.57K 0.01% 418
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Berger Financial Group's BX Position: Q2 2026 in Review

Berger Financial Group reduced its Blackstone (BX) stake by 1.8% in Q2 2026, selling an estimated $4.57K and leaving 2,086 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #418.

Berger Financial Group first reported a position in BX in Q1 2022 and has held it in 14 quarters since. The position peaked at $351K in Q4 2024. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Berger Financial Group held 2,086 shares of Blackstone worth $245K as of Q2 2026.
  • Berger Financial Group sold 38 Blackstone shares in Q2 2026, an estimated $4.57K.
  • Blackstone made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #418 holding.
  • Berger Financial Group first reported a position in Blackstone in Q1 2022 and has held it in 14 quarters since.
  • Berger Financial Group's Blackstone position peaked at $351K in Q4 2024.
  • 2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.