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Compass Financial Management’s Blackstone BX Stock Holding History

Compass Financial Management’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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Compass Financial Management's BX Position: Q2 2026 in Review

Compass Financial Management 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.

2,057 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Compass Financial Management held 6,674 shares of Blackstone worth $821K as of Q2 2026.
  • Blackstone was a new Compass Financial Management position in Q2 2026.
  • Blackstone made up 0.1% of Compass Financial Management's portfolio in Q2 2026, its #201 holding.
  • 2,057 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.