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Cooper Financial Group’s Blackstone BX Stock Holding History

Cooper Financial 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
2021
Q4 		– Sell
-1,800
Closed -$10K – 239
2021
Q3 		$10K Buy
+1,800
New +$209K ﹤0.01% 246

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

Cooper Financial Group's BX Position: Q2 2026 in Review

Cooper Financial Group increased its Blackstone (BX) stake by 7.4% in Q2 2026, buying an estimated $89K and bringing the position to 10,783 shares worth $1.27M. The position accounts for 0.11% of the portfolio, ranked #139.

Cooper Financial Group first reported a position in BX in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.84M in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Cooper Financial Group held 10,783 shares of Blackstone worth $1.27M as of Q2 2026.
  • Cooper Financial Group bought 741 Blackstone shares in Q2 2026, an estimated $89K.
  • Blackstone made up 0.11% of Cooper Financial Group's portfolio in Q2 2026, its #139 holding.
  • Cooper Financial Group first reported a position in Blackstone in Q4 2019 and has held it in 27 quarters since.
  • Cooper Financial Group's Blackstone position peaked at $1.84M in Q3 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.