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First National Trust’s Blackstone BX Stock Holding History

First National 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 		$640K Sell
5,442
-3,329
-38% -$400K 0.02% 258
2026
Q1 		$1.01M Sell
8,771
-920
-9% -$120K 0.03% 250
2025
Q4 		$1.49M Buy
9,691
+31
+0.3% +$4.71K 0.05% 210
2025
Q3 		$1.65M Buy
9,660
+1,906
+25% +$327K 0.06% 205
2025
Q2 		$1.16M Buy
7,754
+444
+6% +$61K 0.04% 226
2025
Q1 		$1.02M Sell
7,310
-1,175
-14% -$191K 0.04% 232
2024
Q4 		$1.46M Hold
8,485
– – 0.05% 208
2024
Q3 		$1.3M Sell
8,485
-150
-2% -$20.8K 0.05% 211
2024
Q2 		$1.07M Buy
8,635
+10
+0.1% +$1.23K 0.04% 209
2024
Q1 		$1.13M Sell
8,625
-96
-1% -$12K 0.05% 211
2023
Q4 		$1.14M Buy
8,721
+565
+7% +$61.1K 0.05% 197
2023
Q3 		$874K Sell
8,156
-400
-5% -$41.7K 0.04% 213
2023
Q2 		$795K Buy
8,556
+200
+2% +$17.3K 0.04% 223
2023
Q1 		$734K Buy
8,356
+475
+6% +$42K 0.04% 228
2022
Q4 		$585K Buy
7,881
+333
+4% +$28.8K 0.03% 244
2022
Q3 		$632K Buy
7,548
+622
+9% +$60.2K 0.04% 233
2022
Q2 		$632K Buy
6,926
+902
+15% +$97.4K 0.04% 235
2022
Q1 		$765K Buy
6,024
+267
+5% +$32.6K 0.04% 228
2021
Q4 		$745K Buy
5,757
+3,632
+171% +$484K 0.04% 232
2021
Q3 		$247K Hold
2,125
– – 0.01% 323
2021
Q2 		$206K Buy
+2,125
New +$189K 0.01% 334
2019
Q3 		– Sell
-5,458
Closed -$243K – 310
2019
Q2 		$243K Buy
+5,458
New +$218K 0.02% 286

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First National Trust's BX Position: Q2 2026 in Review

First National Trust reduced its Blackstone (BX) stake by 38% in Q2 2026, selling an estimated $400K and leaving 5,442 shares worth $640K. The position accounts for 0.02% of the portfolio, ranked #258.

First National Trust first reported a position in BX in Q2 2019 and has held it in 22 quarters since. The position peaked at $1.65M in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • First National Trust held 5,442 shares of Blackstone worth $640K as of Q2 2026.
  • First National Trust sold 3,329 Blackstone shares in Q2 2026, an estimated $400K.
  • Blackstone made up 0.02% of First National Trust's portfolio in Q2 2026, its #258 holding.
  • First National Trust first reported a position in Blackstone in Q2 2019 and has held it in 22 quarters since.
  • First National Trust's Blackstone position peaked at $1.65M in Q3 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on First National Trust's 13F filing for Q2 2026, filed 30 Jul 2026.