Coordinated Financial Services’s Blackstone BX Stock Holding History

Coordinated Financial 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 Q1	$627K	Sell	5,454 -670	-11%	-$87.2K	0.36%	84
2025 Q4	$958K	Buy	6,124 +636	+12%	+$96.6K	0.55%	54
2025 Q3	$938K	Sell	5,488 -238	-4%	-$40.8K	0.6%	49
2025 Q2	$857K	Buy	5,726 +839	+17%	+$115K	0.59%	54
2025 Q1	$683K	Buy	4,887 +623	+15%	+$101K	0.52%	57
2024 Q4	$735K	Buy	+4,264	New	+$743K	0.57%	53
2024 Q2	$589K	Sell	4,754 -86	-2%	-$10.6K	0.5%	58
2024 Q1	$636K	Buy	+4,840	New	+$604K	0.56%	47

Other funds holding BX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coordinated Financial Services's BX Position: Q1 2026 in Review

Coordinated Financial Services reduced its Blackstone (BX) stake by 11% in Q1 2026, selling an estimated $87.2K and leaving 5,454 shares worth $627K. The position accounts for 0.36% of the portfolio, ranked #84.

Coordinated Financial Services first reported a position in BX in Q1 2024 and has held it in 8 quarters since. The position peaked at $958K in Q4 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Coordinated Financial Services held 5,454 shares of Blackstone worth $627K as of Q1 2026.
Coordinated Financial Services sold 670 Blackstone shares in Q1 2026, an estimated $87.2K.
Blackstone made up 0.36% of Coordinated Financial Services's portfolio in Q1 2026, its #84 holding.
Coordinated Financial Services first reported a position in Blackstone in Q1 2024 and has held it in 8 quarters since.
Coordinated Financial Services's Blackstone position peaked at $958K in Q4 2025.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.