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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T 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