Confluence Wealth Services’s Blackstone BX Stock Holding History

Confluence Wealth 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	$369K	Buy	3,136 +764	+32%	+$91.8K	0.01%	378
2026 Q1	$273K	Hold	2,372	–	–	0.01%	331
2025 Q4	$366K	Hold	2,372	–	–	0.02%	291
2025 Q3	$405K	Hold	2,372	–	–	0.02%	279
2025 Q2	$355K	Buy	2,372 +1	+0%	+$137	0.02%	287
2025 Q1	$301K	Buy	2,371 +3	+0.1%	+$487	0.02%	288
2024 Q4	$439K	Buy	2,368 +299	+14%	+$52.1K	0.03%	236
2024 Q3	$317K	Sell	2,069 -11	-0.5%	-$1.53K	0.02%	274
2024 Q2	$257K	Sell	2,080 -118	-5%	-$14.5K	0.02%	329
2024 Q1	$289K	Buy	2,198 +118	+6%	+$14.7K	0.03%	272
2023 Q4	$272K	Sell	2,080 -369	-15%	-$39.9K	0.03%	246
2023 Q3	$262K	Buy	2,449 +18	+0.7%	+$1.87K	0.05%	222
2023 Q2	$226K	Buy	2,431 +3	+0.1%	+$259	0.05%	247
2023 Q1	$213K	Buy	+2,428	New	+$214K	0.05%	250
2022 Q3	–	Sell	-2,578	Closed	-$273K	–	233
2022 Q2	$273K	Buy	+2,578	New	+$278K	0.12%	207
2022 Q1	–	Sell	-923	Closed	-$119K	–	370
2021 Q4	$119K	Buy	+923	New	+$123K	0.04%	300

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

Confluence Wealth Services's BX Position: Q2 2026 in Review

Confluence Wealth Services increased its Blackstone (BX) stake by 32% in Q2 2026, buying an estimated $91.8K and bringing the position to 3,136 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #378.

Confluence Wealth Services first reported a position in BX in Q4 2021 and has held it in 16 quarters since. The position peaked at $439K in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Confluence Wealth Services held 3,136 shares of Blackstone worth $369K as of Q2 2026.
Confluence Wealth Services bought 764 Blackstone shares in Q2 2026, an estimated $91.8K.
Blackstone made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #378 holding.
Confluence Wealth Services first reported a position in Blackstone in Q4 2021 and has held it in 16 quarters since.
Confluence Wealth Services's Blackstone position peaked at $439K in Q4 2024.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.