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CGC Financial Services’s Blackstone BX Stock Holding History

CGC Financial 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 		$19.1K Hold
162
– – ﹤0.01% 188
2026
Q1 		$18.6K Sell
162
-333
-67% -$43.3K 0.01% 176
2025
Q4 		$76.3K Buy
495
+333
+206% +$50.6K 0.02% 112
2025
Q3 		$27.7K Hold
162
– – 0.01% 167
2025
Q2 		$24.2K Hold
162
– – 0.01% 164
2025
Q1 		$22.6K Hold
162
– – 0.01% 157
2024
Q4 		$27.9K Hold
162
– – 0.01% 140
2024
Q3 		$24.8K Hold
162
– – 0.01% 145
2024
Q2 		$20.1K Hold
162
– – 0.01% 159
2024
Q1 		$21.3K Buy
+162
New +$20.2K 0.01% 155

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

CGC Financial Services's BX Position: Q2 2026 in Review

CGC Financial Services held its Blackstone (BX) position steady in Q2 2026 at 162 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #188.

CGC Financial Services first reported a position in BX in Q1 2024 and has held it in 10 quarters since. The position peaked at $76.3K in Q4 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • CGC Financial Services held 162 shares of Blackstone worth $19.1K as of Q2 2026.
  • CGC Financial Services left its Blackstone share count unchanged in Q2 2026.
  • Blackstone made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #188 holding.
  • CGC Financial Services first reported a position in Blackstone in Q1 2024 and has held it in 10 quarters since.
  • CGC Financial Services's Blackstone position peaked at $76.3K in Q4 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.