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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bragg Financial Advisors's BX Position: Q1 2026 in Review

Bragg Financial Advisors increased its Blackstone (BX) stake by 12% in Q1 2026, buying an estimated $1.14M and bringing the position to 84,108 shares worth $9.67M. The position accounts for 0.31% of the portfolio, ranked #107.

Bragg Financial Advisors first reported a position in BX in Q2 2021 and has held it in 20 quarters since. The position peaked at $12.2M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Bragg Financial Advisors held 84,108 shares of Blackstone worth $9.67M as of Q1 2026.
Bragg Financial Advisors bought 8,758 Blackstone shares in Q1 2026, an estimated $1.14M.
Blackstone made up 0.31% of Bragg Financial Advisors's portfolio in Q1 2026, its #107 holding.
Bragg Financial Advisors first reported a position in Blackstone in Q2 2021 and has held it in 20 quarters since.
Bragg Financial Advisors's Blackstone position peaked at $12.2M in Q3 2025.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.