Berkshire Bank’s Blackstone BX Stock Holding History

Berkshire Bank’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	–	Sell	-1,302	Closed	-$201K	–	158
2025 Q4	$201K	Hold	1,302	–	–	0.04%	157
2025 Q3	$222K	Buy	+1,302	New	+$223K	0.05%	155
2025 Q1	–	Sell	-1,662	Closed	-$287K	–	158
2024 Q4	$287K	Buy	+1,662	New	+$290K	0.07%	133

Other funds holding BX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Berkshire Bank's BX Position: Q1 2026 in Review

Berkshire Bank sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,302 shares — an estimated $201K sold.

Berkshire Bank first reported a position in BX in Q4 2024 and held it in 3 quarters. The position peaked at $287K in Q4 2024. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Berkshire Bank reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Berkshire Bank sold 1,302 Blackstone shares in Q1 2026, an estimated $201K.
Berkshire Bank first reported a position in Blackstone in Q4 2024 and held it in 3 quarters.
Berkshire Bank's Blackstone position peaked at $287K in Q4 2024.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Berkshire Bank's 13F filing for Q1 2026, filed 28 Apr 2026.