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Bruce G. Allen Investments’s Blackstone BX Stock Holding History

Bruce G. Allen Investments’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 		$59.8K Buy
508
+96
+23% +$11.5K 0.04% 237
2026
Q1 		$47.4K Sell
412
-186
-31% -$24.2K 0.03% 264
2025
Q4 		$92.2K Sell
598
-38
-6% -$5.78K 0.06% 172
2025
Q3 		$109K Sell
636
-3
-0.5% -$514 0.08% 144
2025
Q2 		$95.6K Sell
639
-88
-12% -$12.1K 0.07% 158
2025
Q1 		$102K Sell
727
-44
-6% -$7.14K 0.08% 138
2024
Q4 		$133K Buy
771
+38
+5% +$6.62K 0.11% 118
2024
Q3 		$112K Buy
733
+264
+56% +$36.6K 0.09% 136
2024
Q2 		$58.1K Buy
469
+34
+8% +$4.18K 0.05% 217
2024
Q1 		$57.1K Buy
435
+181
+71% +$22.6K 0.05% 219
2023
Q4 		$33.3K Buy
+254
New +$27.5K 0.03% 302

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

Bruce G. Allen Investments's BX Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Blackstone (BX) stake by 23% in Q2 2026, buying an estimated $11.5K and bringing the position to 508 shares worth $59.8K. The position accounts for 0.04% of the portfolio, ranked #237.

Bruce G. Allen Investments first reported a position in BX in Q4 2023 and has held it in 11 quarters since. The position peaked at $133K in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Bruce G. Allen Investments held 508 shares of Blackstone worth $59.8K as of Q2 2026.
  • Bruce G. Allen Investments bought 96 Blackstone shares in Q2 2026, an estimated $11.5K.
  • Blackstone made up 0.04% of Bruce G. Allen Investments's portfolio in Q2 2026, its #237 holding.
  • Bruce G. Allen Investments first reported a position in Blackstone in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Blackstone position peaked at $133K in Q4 2024.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.