Community Financial Services Group’s Blackstone BX Stock Holding History

Community Financial Services Group’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	$199K	Buy	1,662 +29	+2%	+$3.48K	0.03%	127
2026 Q1	$187K	Sell	1,633 -500	-23%	-$65.1K	0.03%	114
2025 Q4	$329K	Hold	2,133	–	–	0.06%	84
2025 Q3	$364K	Hold	2,133	–	–	0.07%	79
2025 Q2	$319K	Hold	2,133	–	–	0.06%	81
2025 Q1	$298K	Sell	2,133 -2,532	-54%	-$411K	0.06%	89
2024 Q4	$804K	Sell	4,665 -1,000	-18%	-$174K	0.16%	73
2024 Q3	$867K	Sell	5,665 -1,000	-15%	-$139K	0.18%	79
2024 Q2	$825K	Sell	6,665 -152	-2%	-$18.7K	0.18%	84
2024 Q1	$896K	Buy	+6,817	New	+$851K	0.2%	86
2023 Q3	$818K	Buy	+7,633	New	+$795K	0.21%	66

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Community Financial Services Group's BX Position: Q2 2026 in Review

Community Financial Services Group increased its Blackstone (BX) stake by 1.8% in Q2 2026, buying an estimated $3.48K and bringing the position to 1,662 shares worth $199K. The position accounts for 0.03% of the portfolio, ranked #127.

Community Financial Services Group first reported a position in BX in Q3 2023 and has held it in 11 quarters since. The position peaked at $896K in Q1 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Community Financial Services Group held 1,662 shares of Blackstone worth $199K as of Q2 2026.
Community Financial Services Group bought 29 Blackstone shares in Q2 2026, an estimated $3.48K.
Blackstone made up 0.03% of Community Financial Services Group's portfolio in Q2 2026, its #127 holding.
Community Financial Services Group first reported a position in Blackstone in Q3 2023 and has held it in 11 quarters since.
Community Financial Services Group's Blackstone position peaked at $896K in Q1 2024.
2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.