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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
Q2 		$344K Buy
2,922
+24
+0.8% +$2.88K 0.14% 41
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
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

Brogan Financial's BX Position: Q2 2026 in Review

Brogan Financial increased its Blackstone (BX) stake by 0.83% in Q2 2026, buying an estimated $2.88K and bringing the position to 2,922 shares worth $344K. The position accounts for 0.14% of the portfolio, ranked #41.

Brogan Financial first reported a position in BX in Q4 2022 and has held it in 15 quarters since. The position peaked at $496K in Q3 2025. 2,158 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Brogan Financial held 2,922 shares of Blackstone worth $344K as of Q2 2026.
  • Brogan Financial bought 24 Blackstone shares in Q2 2026, an estimated $2.88K.
  • Blackstone made up 0.14% of Brogan Financial's portfolio in Q2 2026, its #41 holding.
  • Brogan Financial first reported a position in Blackstone in Q4 2022 and has held it in 15 quarters since.
  • Brogan Financial's Blackstone position peaked at $496K in Q3 2025.
  • 2,158 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Brogan Financial's 13F filing for Q2 2026, filed 13 Aug 2026.