BFWM
BX icon

Bright Futures Wealth Management’s Blackstone BX Stock Holding History

Bright Futures Wealth Management’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 		– Sell
-1,583
Closed -$244K – 190
2025
Q4 		$244K Hold
1,583
– – 0.18% 127
2025
Q3 		$270K Buy
+1,583
New +$271K 0.21% 108
2025
Q1 		– Sell
-1,783
Closed -$331K – 110
2024
Q4 		$331K Sell
1,783
-1,754
-50% -$306K 0.29% 88
2024
Q3 		$607K Sell
3,537
-100
-3% -$13.9K 0.29% 100
2024
Q2 		$484K Hold
3,637
– – 0.26% 110
2024
Q1 		$451K Buy
+3,637
New +$454K 0.24% 113

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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

Bright Futures Wealth Management's BX Position: Q1 2026 in Review

Bright Futures Wealth Management sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,583 shares — an estimated $244K sold.

Bright Futures Wealth Management first reported a position in BX in Q1 2024 and held it in 6 quarters. The position peaked at $607K in Q3 2024. 2,140 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Bright Futures Wealth Management reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Bright Futures Wealth Management sold 1,583 Blackstone shares in Q1 2026, an estimated $244K.
  • Bright Futures Wealth Management first reported a position in Blackstone in Q1 2024 and held it in 6 quarters.
  • Bright Futures Wealth Management's Blackstone position peaked at $607K in Q3 2024.
  • 2,140 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Bright Futures Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.