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Bragg Financial Advisors’s Blackstone BX Stock Holding History

Bragg Financial Advisors’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 		$10.5M Buy
89,518
+5,410
+6% +$650K 0.28% 107
2026
Q1 		$9.67M Buy
84,108
+8,758
+12% +$1.14M 0.31% 107
2025
Q4 		$11.6M Buy
75,350
+3,925
+5% +$596K 0.38% 100
2025
Q3 		$12.2M Buy
71,425
+137
+0.2% +$23.5K 0.4% 94
2025
Q2 		$10.7M Buy
71,288
+7,906
+12% +$1.09M 0.38% 97
2025
Q1 		$8.86M Buy
63,382
+3,992
+7% +$648K 0.36% 98
2024
Q4 		$10.2M Sell
59,390
-2,971
-5% -$518K 0.41% 94
2024
Q3 		$9.55M Buy
62,361
+586
+0.9% +$81.3K 0.39% 98
2024
Q2 		$7.65M Buy
61,775
+552
+0.9% +$67.9K 0.34% 104
2024
Q1 		$8.04M Buy
61,223
+352
+0.6% +$44K 0.36% 101
2023
Q4 		$7.97M Buy
60,871
+5,625
+10% +$609K 0.38% 98
2023
Q3 		$5.92M Buy
55,246
+3,191
+6% +$332K 0.31% 111
2023
Q2 		$4.84M Buy
52,055
+5,958
+13% +$515K 0.27% 123
2023
Q1 		$4.05M Buy
46,097
+4,235
+10% +$374K 0.24% 125
2022
Q4 		$3.11M Buy
41,862
+13,107
+46% +$1.13M 0.19% 136
2022
Q3 		$2.41M Buy
28,755
+20,326
+241% +$1.97M 0.17% 141
2022
Q2 		$769K Buy
8,429
+3,608
+75% +$390K 0.05% 195
2022
Q1 		$612K Buy
4,821
+2,321
+93% +$283K 0.04% 218
2021
Q4 		$291K Hold
2,500
– – 0.02% 271
2021
Q3 		$291K Hold
2,500
– – 0.02% 271
2021
Q2 		$243K Buy
+2,500
New +$222K 0.02% 285

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 $3.38T AUM 44.17% 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

Bragg Financial Advisors's BX Position: Q2 2026 in Review

Bragg Financial Advisors increased its Blackstone (BX) stake by 6.4% in Q2 2026, buying an estimated $650K and bringing the position to 89,518 shares worth $10.5M. The position accounts for 0.28% of the portfolio, ranked #107.

Bragg Financial Advisors first reported a position in BX in Q2 2021 and has held it in 21 quarters since. The position peaked at $12.2M in Q3 2025. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Bragg Financial Advisors held 89,518 shares of Blackstone worth $10.5M as of Q2 2026.
  • Bragg Financial Advisors bought 5,410 Blackstone shares in Q2 2026, an estimated $650K.
  • Blackstone made up 0.28% of Bragg Financial Advisors's portfolio in Q2 2026, its #107 holding.
  • Bragg Financial Advisors first reported a position in Blackstone in Q2 2021 and has held it in 21 quarters since.
  • Bragg Financial Advisors's Blackstone position peaked at $12.2M in Q3 2025.
  • 2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.