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 Q2	$454K	Buy	3,857 +47	+1%	+$5.65K	0.11%	121
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 $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

Fiduciary Family Office's BX Position: Q2 2026 in Review

Fiduciary Family Office increased its Blackstone (BX) stake by 1.2% in Q2 2026, buying an estimated $5.65K and bringing the position to 3,857 shares worth $454K. The position accounts for 0.11% of the portfolio, ranked #121.

Fiduciary Family Office first reported a position in BX in Q4 2023 and has held it in 10 quarters since. The position peaked at $667K in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Fiduciary Family Office held 3,857 shares of Blackstone worth $454K as of Q2 2026.
Fiduciary Family Office bought 47 Blackstone shares in Q2 2026, an estimated $5.65K.
Blackstone made up 0.11% of Fiduciary Family Office's portfolio in Q2 2026, its #121 holding.
Fiduciary Family Office first reported a position in Blackstone in Q4 2023 and has held it in 10 quarters since.
Fiduciary Family Office's Blackstone position peaked at $667K in Q3 2025.
2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.