Bollard Group’s Blackstone BX Stock Holding History

Bollard 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	$10K	Buy	88 +1	+1%	+$120	﹤0.01%	269
2026 Q1	$10K	Buy	+87	New	+$11.3K	﹤0.01%	273

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Bollard Group's BX Position: Q2 2026 in Review

Bollard Group increased its Blackstone (BX) stake by 1.1% in Q2 2026, buying an estimated $120 and bringing the position to 88 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Bollard Group first reported a position in BX in Q1 2026 and has held it in 2 quarters since. 2,152 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Bollard Group held 88 shares of Blackstone worth $10K as of Q2 2026.
Bollard Group bought 1 Blackstone share in Q2 2026, an estimated $120.
Blackstone made up ﹤0.01% of Bollard Group's portfolio in Q2 2026, its #269 holding.
Bollard Group first reported a position in Blackstone in Q1 2026 and has held it in 2 quarters since.
2,152 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Bollard Group's 13F filing for Q2 2026, filed 12 Aug 2026.