Center for Financial Planning’s Blackstone BX Stock Holding History

Center for Financial Planning’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	$75.3K	Hold	640	–	–	0.01%	272
2026 Q1	$73.6K	Hold	640	–	–	0.01%	264
2025 Q4	$98.7K	Hold	640	–	–	0.01%	229
2025 Q3	$109K	Hold	640	–	–	0.01%	221
2025 Q2	$95.7K	Hold	640	–	–	0.01%	223
2025 Q1	$89.5K	Sell	640 -130	-17%	-$21.1K	0.01%	216
2024 Q4	$133K	Buy	770 +120	+18%	+$20.9K	0.02%	178
2024 Q3	$99.5K	Hold	650	–	–	0.01%	187
2024 Q2	$80.5K	Sell	650 -500	-43%	-$61.5K	0.01%	195
2024 Q1	$151K	Hold	1,150	–	–	0.02%	160
2023 Q4	$151K	Hold	1,150	–	–	0.03%	151
2023 Q3	$123K	Hold	1,150	–	–	0.03%	152
2023 Q2	$107K	Hold	1,150	–	–	0.02%	167
2023 Q1	$101K	Hold	1,150	–	–	0.02%	165
2022 Q4	$85.3K	Hold	1,150	–	–	0.02%	175
2022 Q3	$96K	Hold	1,150	–	–	0.03%	161
2022 Q2	$105K	Buy	1,150 +1,000	+667%	+$108K	0.03%	158
2022 Q1	$19K	Hold	150	–	–	﹤0.01%	306
2021 Q4	$19K	Hold	150	–	–	﹤0.01%	308
2021 Q3	$17K	Hold	150	–	–	﹤0.01%	312
2021 Q2	$15K	Hold	150	–	–	﹤0.01%	325
2021 Q1	$11K	Hold	150	–	–	﹤0.01%	370
2020 Q4	$10K	Buy	+150	New	+$8.73K	﹤0.01%	338
2020 Q2	–	Sell	-284	Closed	-$13K	–	470
2020 Q1	$13K	Buy	+284	New	+$15.7K	﹤0.01%	294

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CCP

Cryder Capital Partners London, United Kingdom $1.59B AUM 0.23% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Center for Financial Planning's BX Position: Q2 2026 in Review

Center for Financial Planning held its Blackstone (BX) position steady in Q2 2026 at 640 shares worth $75.3K. The position accounts for 0.01% of the portfolio, ranked #272.

Center for Financial Planning first reported a position in BX in Q1 2020 and has held it in 24 quarters since. The position peaked at $151K in Q1 2024. 1,318 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Center for Financial Planning held 640 shares of Blackstone worth $75.3K as of Q2 2026.
Center for Financial Planning left its Blackstone share count unchanged in Q2 2026.
Blackstone made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #272 holding.
Center for Financial Planning first reported a position in Blackstone in Q1 2020 and has held it in 24 quarters since.
Center for Financial Planning's Blackstone position peaked at $151K in Q1 2024.
1,318 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.