Brogan Financial’s Blackstone BX Stock Holding History

Brogan Financial’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	$333K	Buy	2,898 +29	+1%	+$3.77K	0.15%	41
2025 Q4	$442K	Sell	2,869 -35	-1%	-$5.32K	0.19%	31
2025 Q3	$496K	Buy	2,904 +72	+3%	+$12.3K	0.21%	31
2025 Q2	$424K	Buy	2,832 +17	+0.6%	+$2.34K	0.19%	34
2025 Q1	$394K	Buy	2,815 +20	+0.7%	+$3.25K	0.19%	37
2024 Q4	$482K	Buy	2,795 +12	+0.4%	+$2.09K	0.24%	27
2024 Q3	$426K	Buy	2,783 +15	+0.5%	+$2.08K	0.24%	32
2024 Q2	$343K	Sell	2,768 -19	-0.7%	-$2.34K	0.22%	34
2024 Q1	$366K	Buy	2,787 +17	+0.6%	+$2.12K	0.24%	31
2023 Q4	$363K	Buy	2,770 +22	+0.8%	+$2.38K	0.27%	31
2023 Q3	$294K	Hold	2,748	–	–	0.26%	32
2023 Q2	$255K	Hold	2,748	–	–	0.22%	33
2023 Q1	$241K	Hold	2,748	–	–	0.21%	35
2022 Q4	$204K	Buy	+2,748	New	+$237K	0.18%	38

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

Brogan Financial's BX Position: Q1 2026 in Review

Brogan Financial increased its Blackstone (BX) stake by 1% in Q1 2026, buying an estimated $3.77K and bringing the position to 2,898 shares worth $333K. The position accounts for 0.15% of the portfolio, ranked #41.

Brogan Financial first reported a position in BX in Q4 2022 and has held it in 14 quarters since. The position peaked at $496K in Q3 2025. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Brogan Financial held 2,898 shares of Blackstone worth $333K as of Q1 2026.
Brogan Financial bought 29 Blackstone shares in Q1 2026, an estimated $3.77K.
Blackstone made up 0.15% of Brogan Financial's portfolio in Q1 2026, its #41 holding.
Brogan Financial first reported a position in Blackstone in Q4 2022 and has held it in 14 quarters since.
Brogan Financial's Blackstone position peaked at $496K in Q3 2025.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Brogan Financial's 13F filing for Q1 2026, filed 11 May 2026.