EG
BX icon

Ellerson Group’s Blackstone BX Stock Holding History

Ellerson 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
2026
Q2 		$2.36M Buy
20,055
+5
+0% +$601 1.39% 28
2026
Q1 		$2.31M Buy
20,050
+971
+5% +$126K 1.51% 27
2025
Q4 		$2.94M Buy
19,079
+7
+0% +$1.06K 1.99% 22
2025
Q3 		$3.26M Sell
19,072
-395
-2% -$67.7K 2.03% 21
2025
Q2 		$2.91M Buy
19,467
+977
+5% +$134K 2.05% 20
2025
Q1 		$2.58M Buy
18,490
+347
+2% +$56.3K 2.05% 24
2024
Q4 		$3.13M Sell
18,143
-169
-0.9% -$29.4K 2.28% 22
2024
Q3 		$2.8M Sell
18,312
-1,184
-6% -$164K 2.2% 20
2024
Q2 		$2.41M Buy
19,496
+603
+3% +$74.2K 1.84% 23
2024
Q1 		$2.48M Sell
18,893
-331
-2% -$41.3K 1.9% 23
2023
Q4 		$2.52M Sell
19,224
-318
-2% -$34.4K 2.18% 22
2023
Q3 		$2.09M Sell
19,542
-122
-0.6% -$12.7K 1.95% 20
2023
Q2 		$1.83M Buy
19,664
+5
+0% +$432 1.74% 23
2023
Q1 		$1.73M Sell
19,659
-31
-0.2% -$2.74K 1.87% 20
2022
Q4 		$1.46M Buy
+19,690
New +$1.7M 1.55% 25

Other funds holding BX

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CCP
Cryder Capital Partners London, United Kingdom $1.59B AUM 0.23% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Ellerson Group's BX Position: Q2 2026 in Review

Ellerson Group increased its Blackstone (BX) stake by 0.02% in Q2 2026, buying an estimated $601 and bringing the position to 20,055 shares worth $2.36M. The position accounts for 1.39% of the portfolio, ranked #28.

Ellerson Group first reported a position in BX in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.26M in Q3 2025. 1,224 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Ellerson Group held 20,055 shares of Blackstone worth $2.36M as of Q2 2026.
  • Ellerson Group bought 5 Blackstone shares in Q2 2026, an estimated $601.
  • Blackstone made up 1.39% of Ellerson Group's portfolio in Q2 2026, its #28 holding.
  • Ellerson Group first reported a position in Blackstone in Q4 2022 and has held it in 15 quarters since.
  • Ellerson Group's Blackstone position peaked at $3.26M in Q3 2025.
  • 1,224 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Ellerson Group's 13F filing for Q2 2026, filed 31 Jul 2026.