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Cornerstone Planning Group’s Blackstone BX Stock Holding History

Cornerstone Planning 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 		$25.4K Buy
207
+47
+29% +$5.65K ﹤0.01% 591
2026
Q1 		$19.6K Buy
160
+22
+16% +$2.86K ﹤0.01% 679
2025
Q4 		$20.3K Buy
138
+1
+0.7% +$152 ﹤0.01% 587
2025
Q3 		$20.3K Buy
137
+21
+18% +$3.6K ﹤0.01% 576
2025
Q2 		$19.5K Sell
116
-614
-84% -$84.4K ﹤0.01% 424
2025
Q1 		$92.7K Buy
730
+671
+1,137% +$109K 0.02% 150
2024
Q4 		$10.8K Buy
59
+7
+13% +$1.22K ﹤0.01% 418
2024
Q3 		$8.83K Buy
52
+8
+18% +$1.11K ﹤0.01% 439
2024
Q2 		$5.7K Buy
44
+12
+38% +$1.48K ﹤0.01% 545
2024
Q1 		$3.78K Buy
32
+13
+68% +$1.62K ﹤0.01% 561
2023
Q4 		$2.49K Sell
19
-4
-17% -$433 ﹤0.01% 600
2023
Q3 		$2.46K Buy
23
+4
+21% +$417 ﹤0.01% 618
2023
Q2 		$1.77K Buy
+19
New +$1.64K ﹤0.01% 1212
2022
Q4 		$2.58K Buy
+32
New +$2.76K ﹤0.01% 1124

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CCP
Cryder Capital Partners London, United Kingdom $1.59B AUM 0.23% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Cornerstone Planning Group's BX Position: Q2 2026 in Review

Cornerstone Planning Group increased its Blackstone (BX) stake by 29% in Q2 2026, buying an estimated $5.65K and bringing the position to 207 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Cornerstone Planning Group first reported a position in BX in Q4 2022 and has held it in 14 quarters since. The position peaked at $92.7K in Q1 2025. 1,417 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Cornerstone Planning Group held 207 shares of Blackstone worth $25.4K as of Q2 2026.
  • Cornerstone Planning Group bought 47 Blackstone shares in Q2 2026, an estimated $5.65K.
  • Blackstone made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #591 holding.
  • Cornerstone Planning Group first reported a position in Blackstone in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Blackstone position peaked at $92.7K in Q1 2025.
  • 1,417 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.