ESB
BX icon

Essex Savings Bank’s Blackstone BX Stock Holding History

Essex Savings Bank’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 		$321K Sell
2,729
-860
-24% -$103K 0.07% 228
2026
Q1 		$413K Buy
3,589
+29
+0.8% +$3.77K 0.09% 187
2025
Q4 		$549K Hold
3,560
– – 0.12% 157
2025
Q3 		$608K Hold
3,560
– – 0.14% 142
2025
Q2 		$532K Buy
3,560
+436
+14% +$59.9K 0.13% 151
2025
Q1 		$437K Buy
3,124
+733
+31% +$119K 0.11% 166
2024
Q4 		$412K Buy
2,391
+21
+0.9% +$3.66K 0.1% 169
2024
Q3 		$363K Buy
2,370
+310
+15% +$43K 0.09% 187
2024
Q2 		$255K Buy
2,060
+47
+2% +$5.78K 0.07% 218
2024
Q1 		$264K Hold
2,013
– – 0.08% 216
2023
Q4 		$264K Buy
+2,013
New +$218K 0.08% 215
2022
Q2 		– Sell
-1,689
Closed -$215K – 215
2022
Q1 		$215K Buy
1,689
+125
+8% +$15.2K 0.07% 210
2021
Q4 		$202K Sell
1,564
-46
-3% -$6.13K 0.07% 220
2021
Q3 		$203K Buy
+1,610
New +$187K 0.07% 205
2019
Q3 		– Sell
-1,525
Closed -$67K – 242
2019
Q2 		$67K Buy
1,525
+525
+53% +$20.9K 0.02% 405
2019
Q1 		$35K Hold
1,000
– – 0.02% 336
2018
Q4 		$30K Buy
+1,000
New +$33.1K 0.02% 347

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Essex Savings Bank's BX Position: Q2 2026 in Review

Essex Savings Bank reduced its Blackstone (BX) stake by 24% in Q2 2026, selling an estimated $103K and leaving 2,729 shares worth $321K. The position accounts for 0.07% of the portfolio, ranked #228.

Essex Savings Bank first reported a position in BX in Q4 2018 and has held it in 17 quarters since. The position peaked at $608K in Q3 2025. 1,318 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Essex Savings Bank held 2,729 shares of Blackstone worth $321K as of Q2 2026.
  • Essex Savings Bank sold 860 Blackstone shares in Q2 2026, an estimated $103K.
  • Blackstone made up 0.07% of Essex Savings Bank's portfolio in Q2 2026, its #228 holding.
  • Essex Savings Bank first reported a position in Blackstone in Q4 2018 and has held it in 17 quarters since.
  • Essex Savings Bank's Blackstone position peaked at $608K in Q3 2025.
  • 1,318 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.