Empire Financial Management Company’s Blackstone BX Stock Holding History

Empire Financial Management Company’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	–	Sell	-6,187	Closed	-$712K	–	154
2026 Q1	$712K	Sell	6,187 -530	-8%	-$69K	0.16%	133
2025 Q4	$1.04M	Hold	6,717	–	–	0.23%	107
2025 Q3	$1.15M	Buy	6,717 +1,000	+17%	+$171K	0.26%	101
2025 Q2	$855K	Hold	5,717	–	–	0.25%	109
2025 Q1	$799K	Hold	5,717	–	–	0.25%	110
2024 Q4	$986K	Hold	5,717	–	–	0.31%	93
2024 Q3	$876K	Sell	5,717 -1,370	-19%	-$190K	0.27%	107
2024 Q2	$877K	Hold	7,087	–	–	0.29%	103
2024 Q1	$931K	Sell	7,087 -100	-1%	-$12.5K	0.31%	90
2023 Q4	$941K	Buy	7,187 +115	+2%	+$12.4K	0.37%	77
2023 Q3	$758K	Hold	7,072	–	–	0.33%	84
2023 Q2	$658K	Hold	7,072	–	–	0.26%	97
2023 Q1	$621K	Buy	+7,072	New	+$625K	0.25%	99

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empire Financial Management Company's BX Position: Q2 2026 in Review

Empire Financial Management Company sold out of Blackstone (BX) in Q2 2026, closing a stake of 6,187 shares — an estimated $712K sold.

Empire Financial Management Company first reported a position in BX in Q1 2023 and held it in 13 quarters. The position peaked at $1.15M in Q3 2025. 2,148 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Empire Financial Management Company reported no remaining Blackstone position as of Q2 2026 after selling out during the quarter.
Empire Financial Management Company sold 6,187 Blackstone shares in Q2 2026, an estimated $712K.
Empire Financial Management Company first reported a position in Blackstone in Q1 2023 and held it in 13 quarters.
Empire Financial Management Company's Blackstone position peaked at $1.15M in Q3 2025.
2,148 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.