Delta Financial Group’s Blackstone BX Stock Holding History

Delta Financial 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
2025 Q1	$402K	Sell	2,643 -3	-0.1%	-$487	0.09%	158
2024 Q4	$456K	Buy	2,646 +10	+0.4%	+$1.74K	0.11%	137
2024 Q3	$404K	Sell	2,636 -14	-0.5%	-$1.94K	0.15%	77
2024 Q2	$328K	Buy	2,650 +17	+0.6%	+$2.09K	0.14%	87
2024 Q1	$346K	Sell	2,633 -20	-0.8%	-$2.5K	0.1%	160
2023 Q4	$347K	Buy	2,653 +20	+0.8%	+$2.16K	0.11%	140
2023 Q3	$282K	Sell	2,633 -184	-7%	-$19.2K	0.1%	159
2023 Q2	$262K	Buy	2,817 +400	+17%	+$34.6K	0.31%	68
2023 Q1	$212K	Buy	+2,417	New	+$213K	0.08%	166

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Delta Financial Group's BX Position: Q1 2025 in Review

Delta Financial Group reduced its Blackstone (BX) stake by 0.11% in Q1 2025, selling an estimated $487 and leaving 2,643 shares worth $402K. The position accounts for 0.09% of the portfolio, ranked #158.

Delta Financial Group first reported a position in BX in Q1 2023 and has held it in 9 quarters since. The position peaked at $456K in Q4 2024. 2,087 funds tracked by Wall St. Rank hold BX as of Q1 2025.

Delta Financial Group held 2,643 shares of Blackstone worth $402K as of Q1 2025.
Delta Financial Group sold 3 Blackstone shares in Q1 2025, an estimated $487.
Blackstone made up 0.09% of Delta Financial Group's portfolio in Q1 2025, its #158 holding.
Delta Financial Group first reported a position in Blackstone in Q1 2023 and has held it in 9 quarters since.
Delta Financial Group's Blackstone position peaked at $456K in Q4 2024.
2,087 funds tracked by Wall St. Rank held Blackstone as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.