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Brian Low Financial Group’s Blackstone BX Stock Holding History

Brian Low 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 		$1.67M Buy
14,529
+5,678
+64% +$739K 1.14% 23
2025
Q4 		$1.36M Buy
8,851
+1,316
+17% +$200K 0.97% 32
2025
Q3 		$1.29M Buy
7,535
+1,438
+24% +$246K 1% 24
2025
Q2 		$912K Buy
+6,097
New +$838K 0.85% 32

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Brian Low Financial Group's BX Position: Q1 2026 in Review

Brian Low Financial Group increased its Blackstone (BX) stake by 64% in Q1 2026, buying an estimated $739K and bringing the position to 14,529 shares worth $1.67M. The position accounts for 1.14% of the portfolio, ranked #23.

Brian Low Financial Group first reported a position in BX in Q2 2025 and has held it in 4 quarters since. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Brian Low Financial Group held 14,529 shares of Blackstone worth $1.67M as of Q1 2026.
  • Brian Low Financial Group bought 5,678 Blackstone shares in Q1 2026, an estimated $739K.
  • Blackstone made up 1.14% of Brian Low Financial Group's portfolio in Q1 2026, its #23 holding.
  • Brian Low Financial Group first reported a position in Blackstone in Q2 2025 and has held it in 4 quarters since.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Brian Low Financial Group's 13F filing for Q1 2026, filed 20 Apr 2026.