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CRA Financial Services’s Blackstone BX Stock Holding History

CRA 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 		$408K Buy
3,548
+778
+28% +$101K 0.05% 205
2025
Q4 		$427K Sell
2,770
-86
-3% -$13.1K 0.06% 195
2025
Q3 		$488K Sell
2,856
-19
-0.7% -$3.25K 0.07% 171
2025
Q2 		$430K Buy
2,875
+88
+3% +$12.1K 0.07% 179
2025
Q1 		$390K Buy
2,787
+194
+7% +$31.5K 0.07% 175
2024
Q4 		$447K Hold
2,593
– – 0.08% 157
2024
Q3 		$397K Buy
2,593
+50
+2% +$6.94K 0.07% 157
2024
Q2 		$315K Hold
2,543
– – 0.06% 178
2024
Q1 		$334K Hold
2,543
– – 0.07% 161
2023
Q4 		$333K Hold
2,543
– – 0.08% 147
2023
Q3 		$272K Buy
2,543
+257
+11% +$26.8K 0.08% 162
2023
Q2 		$213K Sell
2,286
-600
-21% -$51.8K 0.06% 193
2023
Q1 		$254K Sell
2,886
-189
-6% -$16.7K 0.08% 165
2022
Q4 		$228K Sell
3,075
-549
-15% -$47.4K 0.07% 175
2022
Q3 		$303K Sell
3,624
-229
-6% -$22.2K 0.11% 143
2022
Q2 		$352K Buy
+3,853
New +$416K 0.12% 137

Other funds holding BX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return