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Fiduciary Group’s Blackstone BX Stock Holding History

Fiduciary 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
2026
Q1 		$5.34M Buy
46,397
+155
+0.3% +$20.2K 0.46% 58
2025
Q4 		$7.13M Buy
46,242
+1,372
+3% +$208K 0.6% 43
2025
Q3 		$7.67M Sell
44,870
-413
-0.9% -$70.8K 0.67% 39
2025
Q2 		$6.77M Buy
45,283
+315
+0.7% +$43.3K 0.64% 47
2025
Q1 		$6.29M Buy
44,968
+576
+1% +$93.5K 0.63% 46
2024
Q4 		$7.65M Sell
44,392
-1,954
-4% -$340K 0.77% 35
2024
Q3 		$7.1M Sell
46,346
-547
-1% -$75.9K 0.72% 40
2024
Q2 		$5.81M Sell
46,893
-174
-0.4% -$21.4K 0.62% 45
2024
Q1 		$6.18M Sell
47,067
-885
-2% -$111K 0.67% 41
2023
Q4 		$6.28M Sell
47,952
-1,315
-3% -$142K 0.74% 39
2023
Q3 		$5.28M Sell
49,267
-367
-0.7% -$38.2K 0.67% 41
2023
Q2 		$4.61M Buy
49,634
+910
+2% +$78.6K 0.57% 48
2023
Q1 		$4.28M Buy
48,724
+827
+2% +$73K 0.56% 48
2022
Q4 		$3.55M Buy
47,897
+874
+2% +$75.5K 0.47% 58
2022
Q3 		$4.87M Buy
47,023
+8,122
+21% +$787K 0.63% 47
2022
Q2 		$4.12M Buy
38,901
+9,389
+32% +$1.01M 0.52% 54
2022
Q1 		$2.85M Buy
29,512
+16,261
+123% +$1.98M 0.38% 64
2021
Q4 		$1.72M Buy
13,251
+75
+0.6% +$10K 0.19% 90
2021
Q3 		$1.87M Hold
13,176
– – 0.21% 80
2021
Q2 		$1.54M Buy
13,176
+382
+3% +$33.9K 0.18% 91
2021
Q1 		$1.13M Hold
12,794
– – 0.14% 109
2020
Q4 		$904K Sell
12,794
-100
-0.8% -$5.82K 0.12% 113
2020
Q3 		$673K Hold
12,894
– – 0.1% 120
2020
Q2 		$731K Sell
12,894
-71
-0.5% -$3.74K 0.12% 111
2020
Q1 		$591K Buy
12,965
+40
+0.3% +$2.21K 0.12% 112
2019
Q4 		$723K Buy
12,925
+385
+3% +$20K 0.12% 109
2019
Q3 		$612K Sell
12,540
-2,000
-14% -$97.5K 0.11% 116
2019
Q2 		$646K Buy
14,540
+500
+4% +$19.9K 0.12% 114
2019
Q1 		$491K Sell
14,040
-85
-0.6% -$2.84K 0.09% 127
2018
Q4 		$421K Hold
14,125
– – 0.09% 124
2018
Q3 		$538K Hold
14,125
– – 0.11% 121
2018
Q2 		$454K Sell
14,125
-500
-3% -$15.9K 0.1% 128
2018
Q1 		$467K Buy
14,625
+2,900
+25% +$98.9K 0.1% 127
2017
Q4 		$375K Buy
11,725
+1,500
+15% +$48.8K 0.08% 134
2017
Q3 		$341K Buy
10,225
+900
+10% +$29.6K 0.08% 136
2017
Q2 		$311K Sell
9,325
-400
-4% -$12.5K 0.07% 138
2017
Q1 		$289K Buy
9,725
+500
+5% +$15K 0.07% 147
2016
Q4 		$249K Sell
9,225
-2,200
-19% -$57.1K 0.06% 155
2016
Q3 		$292K Hold
11,425
– – 0.08% 146
2016
Q2 		$280K Sell
11,425
-2,816
-20% -$74.9K 0.08% 148
2016
Q1 		$399K Sell
14,241
-469
-3% -$12.4K 0.12% 133
2015
Q4 		$430K Sell
14,710
-1,721
-10% -$54.9K 0.13% 127
2015
Q3 		$511K Buy
16,431
+917
+6% +$33.2K 0.17% 130
2015
Q2 		$622K Buy
+15,514
New +$637K 0.2% 125

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fiduciary Group's BX Position: Q1 2026 in Review

Fiduciary Group increased its Blackstone (BX) stake by 0.34% in Q1 2026, buying an estimated $20.2K and bringing the position to 46,397 shares worth $5.34M. The position accounts for 0.46% of the portfolio, ranked #58.

Fiduciary Group first reported a position in BX in Q2 2015 and has held it in 44 quarters since. The position peaked at $7.67M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Fiduciary Group held 46,397 shares of Blackstone worth $5.34M as of Q1 2026.
  • Fiduciary Group bought 155 Blackstone shares in Q1 2026, an estimated $20.2K.
  • Blackstone made up 0.46% of Fiduciary Group's portfolio in Q1 2026, its #58 holding.
  • Fiduciary Group first reported a position in Blackstone in Q2 2015 and has held it in 44 quarters since.
  • Fiduciary Group's Blackstone position peaked at $7.67M in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.