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CFG Wealth Management Services’s Blackstone BX Stock Holding History

CFG Wealth Management Services’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 		– Sell
-55
Closed -$6.32K – 96
2026
Q1 		$6.32K Hold
55
– – 0.01% 138
2025
Q4 		$8.48K Buy
+55
New +$8.36K 0.01% 144

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

CFG Wealth Management Services's BX Position: Q2 2026 in Review

CFG Wealth Management Services sold out of Blackstone (BX) in Q2 2026, closing a stake of 55 shares — an estimated $6.32K sold.

CFG Wealth Management Services first reported a position in BX in Q4 2025 and held it in 2 quarters. The position peaked at $8.48K in Q4 2025. 2,138 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • CFG Wealth Management Services reported no remaining Blackstone position as of Q2 2026 after selling out during the quarter.
  • CFG Wealth Management Services sold 55 Blackstone shares in Q2 2026, an estimated $6.32K.
  • CFG Wealth Management Services first reported a position in Blackstone in Q4 2025 and held it in 2 quarters.
  • CFG Wealth Management Services's Blackstone position peaked at $8.48K in Q4 2025.
  • 2,138 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.