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Burney Company’s Blackstone BX Stock Holding History

Burney Company’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 		$279K Buy
+2,369
New +$285K 0.01% 545
2026
Q1 		– Sell
-1,559
Closed -$240K – 586
2025
Q4 		$240K Sell
1,559
-97
-6% -$14.7K 0.01% 562
2025
Q3 		$283K Sell
1,656
-42
-2% -$7.2K 0.01% 512
2025
Q2 		$254K Sell
1,698
-202
-11% -$27.8K 0.01% 517
2025
Q1 		$266K Sell
1,900
-284
-13% -$46.1K 0.01% 520
2024
Q4 		$377K Hold
2,184
– – 0.01% 468
2024
Q3 		$334K Sell
2,184
-1,264
-37% -$175K 0.01% 502
2024
Q2 		$427K Sell
3,448
-479
-12% -$58.9K 0.02% 453
2024
Q1 		$516K Sell
3,927
-19
-0.5% -$2.37K 0.02% 429
2023
Q4 		$517K Hold
3,946
– – 0.02% 412
2023
Q3 		$423K Hold
3,946
– – 0.02% 428
2023
Q2 		$367K Sell
3,946
-22
-0.6% -$1.9K 0.02% 459
2023
Q1 		$349K Sell
3,968
-6,094
-61% -$538K 0.02% 464
2022
Q4 		$747K Sell
10,062
-2,080
-17% -$180K 0.04% 337
2022
Q3 		$1.02M Buy
12,142
+5,514
+83% +$534K 0.06% 292
2022
Q2 		$605K Buy
+6,628
New +$716K 0.03% 377
2016
Q2 		– Sell
-8,232
Closed -$231K – 376
2016
Q1 		$231K Sell
8,232
-6,187
-43% -$163K 0.02% 357
2015
Q4 		$438K Sell
14,419
-1,299
-8% -$41.4K 0.03% 266
2015
Q3 		$489K Sell
15,718
-3,465
-18% -$125K 0.04% 255
2015
Q2 		$769K Sell
19,183
-11,392
-37% -$468K 0.05% 223
2015
Q1 		$1.17M Buy
30,575
+20,074
+191% +$726K 0.08% 209
2014
Q4 		$349K Buy
+10,501
New +$329K 0.03% 307

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

Burney Company's BX Position: Q2 2026 in Review

Burney Company opened a new position in Blackstone (BX) in Q2 2026: 2,369 shares worth $279K. The stake represents 0.01% of the portfolio and ranks #545 among its holdings. This is a return to the name: Burney Company previously reported a position in BX as recently as Q4 2025.

Burney Company first reported a position in BX in Q4 2014 and has held it in 22 quarters since. The position peaked at $1.17M in Q1 2015. 2,139 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Burney Company held 2,369 shares of Blackstone worth $279K as of Q2 2026.
  • Blackstone was a new Burney Company position in Q2 2026.
  • Blackstone made up 0.01% of Burney Company's portfolio in Q2 2026, its #545 holding.
  • Burney Company first reported a position in Blackstone in Q4 2014 and has held it in 22 quarters since.
  • Burney Company's Blackstone position peaked at $1.17M in Q1 2015.
  • 2,139 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.