FFG
BX icon

Fiduciary Financial Group’s Blackstone BX Stock Holding History

Fiduciary Financial Group’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
2025
Q1 		– Sell
-2,815
Closed -$464K – 291
2024
Q4 		$464K Sell
2,815
-205
-7% -$35.7K 0.1% 126
2024
Q3 		$451K Buy
3,020
+25
+0.8% +$3.47K 0.1% 116
2024
Q2 		$410K Buy
+2,995
New +$369K 0.1% 125

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Fiduciary Financial Group's BX Position: Q1 2025 in Review

Fiduciary Financial Group sold out of Blackstone (BX) in Q1 2025, closing a stake of 2,815 shares — an estimated $464K sold.

Fiduciary Financial Group first reported a position in BX in Q2 2024 and held it in 3 quarters. The position peaked at $464K in Q4 2024. 2,087 funds tracked by Wall St. Rank hold BX as of Q1 2025.

  • Fiduciary Financial Group reported no remaining Blackstone position as of Q1 2025 after selling out during the quarter.
  • Fiduciary Financial Group sold 2,815 Blackstone shares in Q1 2025, an estimated $464K.
  • Fiduciary Financial Group first reported a position in Blackstone in Q2 2024 and held it in 3 quarters.
  • Fiduciary Financial Group's Blackstone position peaked at $464K in Q4 2024.
  • 2,087 funds tracked by Wall St. Rank held Blackstone as of Q1 2025.

Based on Fiduciary Financial Group's 13F filing for Q1 2025, filed 15 Apr 2025.