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Chicago Trust’s Blackstone BX Stock Holding History

Chicago Trust’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 		$574K Sell
4,874
-1,613
-25% -$194K 0.08% 227
2026
Q1 		$746K Sell
6,487
-60
-0.9% -$7.81K 0.12% 174
2025
Q4 		$1.01M Sell
6,547
-1,805
-22% -$274K 0.16% 118
2025
Q3 		$1.43M Buy
8,352
+631
+8% +$108K 0.2% 95
2025
Q2 		$1.15M Sell
7,721
-1,218
-14% -$167K 0.16% 118
2025
Q1 		$1.25M Buy
8,939
+1,218
+16% +$198K 0.22% 102
2024
Q4 		$1.33M Sell
7,721
-334
-4% -$58.2K 0.24% 100
2024
Q3 		$1.23M Buy
8,055
+2,295
+40% +$318K 0.21% 108
2024
Q2 		$713K Buy
5,760
+12
+0.2% +$1.48K 0.14% 135
2024
Q1 		$755K Buy
5,748
+21
+0.4% +$2.62K 0.16% 134
2023
Q4 		$750K Sell
5,727
-2,165
-27% -$234K 0.17% 136
2023
Q3 		$846K Sell
7,892
-20
-0.3% -$2.08K 0.21% 121
2023
Q2 		$736K Hold
7,912
– – 0.18% 137
2023
Q1 		$695K Buy
7,912
+3,659
+86% +$323K 0.17% 145
2022
Q4 		$316K Hold
4,253
– – 0.08% 222
2022
Q3 		$356K Buy
4,253
+272
+7% +$26.3K 0.09% 202
2022
Q2 		$363K Sell
3,981
-375
-9% -$40.5K 0.09% 202
2022
Q1 		$553K Sell
4,356
-126
-3% -$15.4K 0.12% 175
2021
Q4 		$580K Buy
4,482
+800
+22% +$107K 0.12% 188
2021
Q3 		$429K Buy
3,682
+1,471
+67% +$171K 0.09% 212
2021
Q2 		$215K Buy
+2,211
New +$196K 0.05% 300

Other funds holding BX

CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Chicago Trust's BX Position: Q2 2026 in Review

Chicago Trust reduced its Blackstone (BX) stake by 25% in Q2 2026, selling an estimated $194K and leaving 4,874 shares worth $574K. The position accounts for 0.08% of the portfolio, ranked #227.

Chicago Trust first reported a position in BX in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.43M in Q3 2025. 399 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Chicago Trust held 4,874 shares of Blackstone worth $574K as of Q2 2026.
  • Chicago Trust sold 1,613 Blackstone shares in Q2 2026, an estimated $194K.
  • Blackstone made up 0.08% of Chicago Trust's portfolio in Q2 2026, its #227 holding.
  • Chicago Trust first reported a position in Blackstone in Q2 2021 and has held it in 21 quarters since.
  • Chicago Trust's Blackstone position peaked at $1.43M in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.