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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
Q2 		$1.86M Buy
15,768
+1,239
+9% +$149K 1.08% 29
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 $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 $3.37T AUM 44.26% 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

Brian Low Financial Group's BX Position: Q2 2026 in Review

Brian Low Financial Group increased its Blackstone (BX) stake by 8.5% in Q2 2026, buying an estimated $149K and bringing the position to 15,768 shares worth $1.86M. The position accounts for 1.08% of the portfolio, ranked #29.

Brian Low Financial Group first reported a position in BX in Q2 2025 and has held it in 5 quarters since. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Brian Low Financial Group held 15,768 shares of Blackstone worth $1.86M as of Q2 2026.
  • Brian Low Financial Group bought 1,239 Blackstone shares in Q2 2026, an estimated $149K.
  • Blackstone made up 1.08% of Brian Low Financial Group's portfolio in Q2 2026, its #29 holding.
  • Brian Low Financial Group first reported a position in Blackstone in Q2 2025 and has held it in 5 quarters since.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Brian Low Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.