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EFG Asset Management’s Blackstone BX Stock Holding History

EFG Asset Management’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
Q3 		$7.53M Buy
44,092
+9,578
+28% +$1.64M 0.97% 16
2025
Q2 		$5.16M Buy
34,514
+5,884
+21% +$808K 0.73% 44
2025
Q1 		$4M Sell
28,630
-2,946
-9% -$478K 0.67% 45
2024
Q4 		$5.44M Buy
31,576
+1,808
+6% +$315K 0.74% 34
2024
Q3 		$4.56M Sell
29,768
-1,277
-4% -$177K 0.76% 23
2024
Q2 		$3.84M Sell
31,045
-1,222
-4% -$150K 0.67% 36
2024
Q1 		$4.24M Sell
32,267
-167
-0.5% -$20.9K 0.73% 33
2023
Q4 		$4.25M Buy
32,434
+17,481
+117% +$1.89M 0.81% 31
2023
Q3 		$1.6M Sell
14,953
-575
-4% -$59.9K 0.38% 90
2023
Q2 		$1.44M Sell
15,528
-6,567
-30% -$567K 0.31% 113
2023
Q1 		$1.94M Sell
22,095
-1,913
-8% -$169K 0.43% 76
2022
Q4 		$1.79M Buy
24,008
+1,725
+8% +$149K 0.4% 87
2022
Q3 		$1.87M Sell
22,283
-59,017
-73% -$5.72M 0.43% 78
2022
Q2 		$7.42M Sell
81,300
-20,961
-20% -$2.26M 1.56% 8
2022
Q1 		$13M Sell
102,261
-3,976
-4% -$485K 1.95% 4
2021
Q4 		$13.7M Buy
+106,237
New +$14.2M 1.79% 6

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

EFG Asset Management's BX Position: Q3 2025 in Review

EFG Asset Management increased its Blackstone (BX) stake by 28% in Q3 2025, buying an estimated $1.64M and bringing the position to 44,092 shares worth $7.53M. The position accounts for 0.97% of the portfolio, ranked #16.

EFG Asset Management first reported a position in BX in Q4 2021 and has held it in 16 quarters since. The position peaked at $13.7M in Q4 2021. 2,208 funds tracked by Wall St. Rank hold BX as of Q3 2025.

  • EFG Asset Management held 44,092 shares of Blackstone worth $7.53M as of Q3 2025.
  • EFG Asset Management bought 9,578 Blackstone shares in Q3 2025, an estimated $1.64M.
  • Blackstone made up 0.97% of EFG Asset Management's portfolio in Q3 2025, its #16 holding.
  • EFG Asset Management first reported a position in Blackstone in Q4 2021 and has held it in 16 quarters since.
  • EFG Asset Management's Blackstone position peaked at $13.7M in Q4 2021.
  • 2,208 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.