First Citizens Bank & Trust’s Blackstone BX Stock Holding History

First Citizens Bank & Trust’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	$3.51M	Buy	29,832 +4,512	+18%	+$542K	0.05%	161
2026 Q1	$2.91M	Buy	25,320 +2,256	+10%	+$294K	0.06%	165
2025 Q4	$3.56M	Buy	23,064 +21,647	+1,528%	+$3.29M	0.07%	145
2025 Q3	$242K	Buy	+1,417	New	+$243K	0.01%	583
2025 Q1	–	Sell	-1,671	Closed	-$288K	–	514
2024 Q4	$288K	Buy	1,671 +187	+13%	+$32.6K	0.01%	398
2024 Q3	$227K	Buy	+1,484	New	+$206K	0.01%	428
2022 Q2	–	Sell	-1,828	Closed	-$232K	–	402
2022 Q1	$232K	Buy	1,828 +17	+0.9%	+$2.07K	0.01%	376
2021 Q4	$234K	Sell	1,811 -495	-21%	-$66K	0.01%	373
2021 Q3	$268K	Buy	+2,306	New	+$268K	0.01%	325

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

First Citizens Bank & Trust's BX Position: Q2 2026 in Review

First Citizens Bank & Trust increased its Blackstone (BX) stake by 18% in Q2 2026, buying an estimated $542K and bringing the position to 29,832 shares worth $3.51M. The position accounts for 0.05% of the portfolio, ranked #161.

First Citizens Bank & Trust first reported a position in BX in Q3 2021 and has held it in 9 quarters since. The position peaked at $3.56M in Q4 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

First Citizens Bank & Trust held 29,832 shares of Blackstone worth $3.51M as of Q2 2026.
First Citizens Bank & Trust bought 4,512 Blackstone shares in Q2 2026, an estimated $542K.
Blackstone made up 0.05% of First Citizens Bank & Trust's portfolio in Q2 2026, its #161 holding.
First Citizens Bank & Trust first reported a position in Blackstone in Q3 2021 and has held it in 9 quarters since.
First Citizens Bank & Trust's Blackstone position peaked at $3.56M in Q4 2025.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.