FIDELIS iM’s Blackstone BX Stock Holding History

FIDELIS iM’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 Q3	$255K	Buy	+2,275	New	+$298K	0.08%	30

Other funds holding BX

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

FIDELIS iM's BX Position: Q3 2026 in Review

FIDELIS iM opened a new position in Blackstone (BX) in Q3 2026: 2,275 shares worth $255K. The stake represents 0.08% of the portfolio and ranks #30 among its holdings.

377 funds tracked by Wall St. Rank hold BX as of Q3 2026.

FIDELIS iM held 2,275 shares of Blackstone worth $255K as of Q3 2026.
Blackstone was a new FIDELIS iM position in Q3 2026.
Blackstone made up 0.08% of FIDELIS iM's portfolio in Q3 2026, its #30 holding.
377 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on FIDELIS iM's 13F filing for Q3 2026, filed 16 Oct 2026.