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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Square's BX Position: Q1 2026 in Review

Capital Square reduced its Blackstone (BX) stake by 1.1% in Q1 2026, selling an estimated $5.2K and leaving 3,448 shares worth $419K. The position accounts for 0.19% of the portfolio, ranked #114.

Capital Square first reported a position in BX in Q4 2024 and has held it in 6 quarters since. The position peaked at $538K in Q4 2025. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Capital Square held 3,448 shares of Blackstone worth $419K as of Q1 2026.
  • Capital Square sold 40 Blackstone shares in Q1 2026, an estimated $5.2K.
  • Blackstone made up 0.19% of Capital Square's portfolio in Q1 2026, its #114 holding.
  • Capital Square first reported a position in Blackstone in Q4 2024 and has held it in 6 quarters since.
  • Capital Square's Blackstone position peaked at $538K in Q4 2025.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.