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Embree Financial Group’s Blackstone BX Stock Holding History

Embree 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
2026
Q2 		$9.92M Buy
84,325
+44
+0.1% +$5.29K 0.99% 26
2026
Q1 		$9.69M Buy
84,281
+13,077
+18% +$1.7M 1.14% 24
2025
Q4 		$11M Buy
71,204
+6,700
+10% +$1.02M 1.35% 19
2025
Q3 		$11M Buy
64,504
+220
+0.3% +$37.7K 1.48% 17
2025
Q2 		$9.62M Buy
64,284
+1,234
+2% +$170K 1.45% 15
2025
Q1 		$8.81M Buy
63,050
+1,587
+3% +$258K 1.48% 14
2024
Q4 		$10.6M Buy
61,463
+168
+0.3% +$29.3K 1.81% 13
2024
Q3 		$9.39M Buy
61,295
+1,043
+2% +$145K 1.67% 14
2024
Q2 		$7.46M Sell
60,252
-980
-2% -$121K 1.43% 18
2024
Q1 		$8.04M Sell
61,232
-2,250
-4% -$281K 1.58% 13
2023
Q4 		$8.31M Buy
+63,482
New +$6.87M 1.75% 10

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Embree Financial Group's BX Position: Q2 2026 in Review

Embree Financial Group increased its Blackstone (BX) stake by 0.05% in Q2 2026, buying an estimated $5.29K and bringing the position to 84,325 shares worth $9.92M. The position accounts for 0.99% of the portfolio, ranked #26.

Embree Financial Group first reported a position in BX in Q4 2023 and has held it in 11 quarters since. The position peaked at $11M in Q3 2025. 2,139 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Embree Financial Group held 84,325 shares of Blackstone worth $9.92M as of Q2 2026.
  • Embree Financial Group bought 44 Blackstone shares in Q2 2026, an estimated $5.29K.
  • Blackstone made up 0.99% of Embree Financial Group's portfolio in Q2 2026, its #26 holding.
  • Embree Financial Group first reported a position in Blackstone in Q4 2023 and has held it in 11 quarters since.
  • Embree Financial Group's Blackstone position peaked at $11M in Q3 2025.
  • 2,139 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.