Cetera Trust Company’s Blackstone BX Stock Holding History

Cetera Trust 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 Q1	$86.2K	Hold	750	–	–	0.05%	202
2025 Q4	$116K	Hold	750	–	–	0.06%	187
2025 Q3	$128K	Hold	750	–	–	0.07%	196
2025 Q2	$112K	Hold	750	–	–	0.07%	197
2025 Q1	$105K	Hold	750	–	–	0.07%	195
2024 Q4	$129K	Hold	750	–	–	0.08%	187
2024 Q3	$115K	Hold	750	–	–	0.07%	200
2024 Q2	$92.8K	Hold	750	–	–	0.06%	208
2024 Q1	$98.5K	Hold	750	–	–	0.06%	202
2023 Q4	$98.2K	Buy	+750	New	+$81.1K	0.06%	201

Other funds holding BX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Trust Company's BX Position: Q1 2026 in Review

Cetera Trust Company held its Blackstone (BX) position steady in Q1 2026 at 750 shares worth $86.2K. The position accounts for 0.05% of the portfolio, ranked #202.

Cetera Trust Company first reported a position in BX in Q4 2023 and has held it in 10 quarters since. The position peaked at $129K in Q4 2024. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Cetera Trust Company held 750 shares of Blackstone worth $86.2K as of Q1 2026.
Cetera Trust Company left its Blackstone share count unchanged in Q1 2026.
Blackstone made up 0.05% of Cetera Trust Company's portfolio in Q1 2026, its #202 holding.
Cetera Trust Company first reported a position in Blackstone in Q4 2023 and has held it in 10 quarters since.
Cetera Trust Company's Blackstone position peaked at $129K in Q4 2024.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.