COMPASS FINANCIAL MANAGEMENT LLC’s Blackstone BX Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$821K	Buy	+6,674	New	+$802K	0.1%	201

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's BX Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Blackstone (BX) in Q2 2026: 6,674 shares worth $821K. The stake represents 0.1% of the portfolio and ranks #201 among its holdings.

1,662 funds tracked by Wall St. Rank hold BX as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 6,674 shares of Blackstone worth $821K as of Q2 2026.
Blackstone was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Blackstone made up 0.1% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #201 holding.
1,662 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.