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Capital Square’s Blackstone BX Stock Holding History

Capital Square’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 		$278K Sell
2,260
-1,188
-34% -$143K 0.12% 181
2026
Q1 		$419K Sell
3,448
-40
-1% -$5.2K 0.19% 114
2025
Q4 		$538K Buy
3,488
+1,115
+47% +$169K 0.27% 89
2025
Q3 		$405K Sell
2,373
-8
-0.3% -$1.37K 0.21% 111
2025
Q2 		$386K Buy
2,381
+814
+52% +$112K 0.21% 118
2025
Q1 		$219K Buy
1,567
+484
+45% +$78.6K 0.13% 164
2024
Q4 		$202K Buy
+1,083
New +$189K 0.11% 169

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

Capital Square's BX Position: Q2 2026 in Review

Capital Square reduced its Blackstone (BX) stake by 34% in Q2 2026, selling an estimated $143K and leaving 2,260 shares worth $278K. The position accounts for 0.12% of the portfolio, ranked #181.

Capital Square first reported a position in BX in Q4 2024 and has held it in 7 quarters since. The position peaked at $538K in Q4 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Capital Square held 2,260 shares of Blackstone worth $278K as of Q2 2026.
  • Capital Square sold 1,188 Blackstone shares in Q2 2026, an estimated $143K.
  • Blackstone made up 0.12% of Capital Square's portfolio in Q2 2026, its #181 holding.
  • Capital Square first reported a position in Blackstone in Q4 2024 and has held it in 7 quarters since.
  • Capital Square's Blackstone position peaked at $538K in Q4 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Capital Square's 13F filing for Q2 2026, filed 13 Aug 2026.