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Bleakley Financial Group’s Blackstone BX Stock Holding History

Bleakley 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 		$3.65M Buy
31,047
+613
+2% +$73.7K 0.05% 315
2026
Q1 		$3.5M Buy
30,434
+3,900
+15% +$507K 0.05% 272
2025
Q4 		$4.09M Buy
26,534
+164
+0.6% +$24.9K 0.07% 218
2025
Q3 		$4.51M Buy
26,370
+89
+0.3% +$15.2K 0.1% 172
2025
Q2 		$3.93M Buy
26,281
+1,181
+5% +$162K 0.1% 182
2025
Q1 		$3.51M Buy
25,100
+378
+2% +$61.4K 0.11% 166
2024
Q4 		$4.26M Buy
24,722
+1,022
+4% +$178K 0.13% 137
2024
Q3 		$3.63M Sell
23,700
-9,702
-29% -$1.35M 0.11% 160
2024
Q2 		$4.14M Buy
33,402
+457
+1% +$56.2K 0.12% 160
2024
Q1 		$4.33M Sell
32,945
-4,428
-12% -$553K 0.13% 156
2023
Q4 		$4.89M Buy
37,373
+9,481
+34% +$1.03M 0.16% 123
2023
Q3 		$2.99M Sell
27,892
-11,276
-29% -$1.17M 0.11% 175
2023
Q2 		$3.64M Buy
39,168
+558
+1% +$48.2K 0.11% 164
2023
Q1 		$3.39M Buy
38,610
+4,087
+12% +$361K 0.11% 168
2022
Q4 		$2.56M Buy
+34,523
New +$2.98M 0.09% 202

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 $3.37T AUM 44.26% 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

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

Bleakley Financial Group increased its Blackstone (BX) stake by 2% in Q2 2026, buying an estimated $73.7K and bringing the position to 31,047 shares worth $3.65M. The position accounts for 0.05% of the portfolio, ranked #315.

Bleakley Financial Group first reported a position in BX in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.89M in Q4 2023. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Bleakley Financial Group held 31,047 shares of Blackstone worth $3.65M as of Q2 2026.
  • Bleakley Financial Group bought 613 Blackstone shares in Q2 2026, an estimated $73.7K.
  • Blackstone made up 0.05% of Bleakley Financial Group's portfolio in Q2 2026, its #315 holding.
  • Bleakley Financial Group first reported a position in Blackstone in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's Blackstone position peaked at $4.89M in Q4 2023.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.