Curi RMB Capital’s Blackstone BX Stock Holding History

Curi RMB Capital’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
2019 Q4	–	Sell	-792,000	Closed	-$38.7M	–	668
2019 Q3	$38.7M	Sell	792,000 -126,000	-14%	-$6.14M	1.02%	6
2019 Q2	$40.8M	Buy	+918,000	New	+$36.6M	1.03%	7
2018 Q4	–	Sell	-468,000	Closed	-$17.8M	–	906
2018 Q3	$17.8M	Buy	+468,000	New	+$16.9M	0.43%	65

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

Curi RMB Capital's BX Position: Q2 2026 in Review

Curi RMB Capital increased its Blackstone (BX) stake by 4.3% in Q2 2026, buying an estimated $58.2K and bringing the position to 11,703 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #405.

Curi RMB Capital first reported a position in BX in Q4 2016 and has held it in 37 quarters since. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Curi RMB Capital held 11,703 shares of Blackstone worth $1.38M as of Q2 2026.
Curi RMB Capital bought 484 Blackstone shares in Q2 2026, an estimated $58.2K.
Blackstone made up 0.02% of Curi RMB Capital's portfolio in Q2 2026, its #405 holding.
Curi RMB Capital first reported a position in Blackstone in Q4 2016 and has held it in 37 quarters since.
2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.