Black Diamond Financial’s Blackstone BX Stock Holding History

Black Diamond Financial’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	-1,508	Closed	-$232K	–	186
2025 Q4	$232K	Buy	1,508 +3	+0.2%	+$456	0.02%	161
2025 Q3	$257K	Sell	1,505 -84	-5%	-$14.4K	0.03%	139
2025 Q2	$238K	Buy	1,589 +26	+2%	+$3.57K	0.04%	128
2025 Q1	$219K	Buy	1,563 +114	+8%	+$18.5K	0.03%	136
2024 Q4	$250K	Buy	1,449 +1	+0.1%	+$174	0.04%	124
2024 Q3	$222K	Buy	+1,448	New	+$201K	0.04%	129
2023 Q4	–	Sell	-2,115	Closed	-$227K	–	117
2023 Q3	$227K	Buy	+2,115	New	+$220K	0.07%	95
2022 Q2	–	Sell	-1,665	Closed	-$211K	–	118
2022 Q1	$211K	Buy	+1,665	New	+$203K	0.07%	118

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Black Diamond Financial's BX Position: Q1 2026 in Review

Black Diamond Financial sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,508 shares — an estimated $232K sold.

Black Diamond Financial first reported a position in BX in Q1 2022 and held it in 8 quarters. The position peaked at $257K in Q3 2025. 2,135 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Black Diamond Financial reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Black Diamond Financial sold 1,508 Blackstone shares in Q1 2026, an estimated $232K.
Black Diamond Financial first reported a position in Blackstone in Q1 2022 and held it in 8 quarters.
Black Diamond Financial's Blackstone position peaked at $257K in Q3 2025.
2,135 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Black Diamond Financial's 13F filing for Q1 2026, filed 5 May 2026.