CX Institutional’s Blackstone BX Stock Holding History

CX Institutional’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 Q3	$547K	Buy	4,877 +262	+6%	+$34.3K	0.01%	451
2026 Q2	$543K	Buy	4,615 +2,262	+96%	+$272K	0.02%	457
2026 Q1	$271K	Sell	2,353 -1,669	-41%	-$217K	0.01%	637
2025 Q4	$620K	Buy	4,022 +233	+6%	+$35.4K	0.02%	365
2025 Q3	$647K	Sell	3,789 -10	-0.3%	-$1.71K	0.02%	370
2025 Q2	$568K	Buy	3,799 +506	+15%	+$69.5K	0.02%	343
2025 Q1	$460K	Sell	3,293 -153	-4%	-$24.8K	0.02%	391
2024 Q4	$594K	Buy	3,446 +783	+29%	+$136K	0.02%	320
2024 Q3	$408K	Buy	2,663 +122	+5%	+$16.9K	0.02%	399
2024 Q2	$315K	Buy	2,541 +113	+5%	+$13.9K	0.01%	451
2024 Q1	$319K	Buy	2,428 +558	+30%	+$69.7K	0.02%	438
2023 Q4	$245K	Buy	+1,870	New	+$202K	0.01%	447
2019 Q2	–	Sell	-75	Closed	-$3K	–	952
2019 Q1	$3K	Hold	75	–	–	﹤0.01%	616
2018 Q4	$2K	Hold	75	–	–	﹤0.01%	446
2018 Q3	$3K	Buy	+75	New	+$2.71K	﹤0.01%	308

Other funds holding BX

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

CX Institutional's BX Position: Q3 2026 in Review

CX Institutional increased its Blackstone (BX) stake by 5.7% in Q3 2026, buying an estimated $34.3K and bringing the position to 4,877 shares worth $547K. The position accounts for 0.01% of the portfolio, ranked #451.

CX Institutional first reported a position in BX in Q3 2018 and has held it in 15 quarters since. The position peaked at $647K in Q3 2025. 627 funds tracked by Wall St. Rank hold BX as of Q3 2026.

CX Institutional held 4,877 shares of Blackstone worth $547K as of Q3 2026.
CX Institutional bought 262 Blackstone shares in Q3 2026, an estimated $34.3K.
Blackstone made up 0.01% of CX Institutional's portfolio in Q3 2026, its #451 holding.
CX Institutional first reported a position in Blackstone in Q3 2018 and has held it in 15 quarters since.
CX Institutional's Blackstone position peaked at $647K in Q3 2025.
627 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.