Fiduciary Family Office’s Blackstone BX Stock Holding History

Fiduciary Family Office’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 Q1	$438K	Sell	3,810 -40	-1%	-$5.2K	0.12%	114
2025 Q4	$593K	Sell	3,850 -52	-1%	-$7.9K	0.17%	98
2025 Q3	$667K	Buy	3,902 +47	+1%	+$8.05K	0.19%	107
2025 Q2	$577K	Buy	3,855 +45	+1%	+$6.18K	0.19%	114
2025 Q1	$533K	Buy	+3,810	New	+$618K	0.18%	116
2024 Q4	–	Sell	-3,810	Closed	-$583K	–	105
2024 Q3	$583K	Hold	3,810	–	–	0.19%	108
2024 Q2	$472K	Sell	3,810 -132	-3%	-$16.2K	0.19%	135
2024 Q1	$518K	Sell	3,942 -478	-11%	-$59.7K	0.2%	130
2023 Q4	$579K	Buy	+4,420	New	+$478K	0.25%	99

Other funds holding BX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fiduciary Family Office's BX Position: Q1 2026 in Review

Fiduciary Family Office reduced its Blackstone (BX) stake by 1% in Q1 2026, selling an estimated $5.2K and leaving 3,810 shares worth $438K. The position accounts for 0.12% of the portfolio, ranked #114.

Fiduciary Family Office first reported a position in BX in Q4 2023 and has held it in 9 quarters since. The position peaked at $667K in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Fiduciary Family Office held 3,810 shares of Blackstone worth $438K as of Q1 2026.
Fiduciary Family Office sold 40 Blackstone shares in Q1 2026, an estimated $5.2K.
Blackstone made up 0.12% of Fiduciary Family Office's portfolio in Q1 2026, its #114 holding.
Fiduciary Family Office first reported a position in Blackstone in Q4 2023 and has held it in 9 quarters since.
Fiduciary Family Office's Blackstone position peaked at $667K in Q3 2025.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.