Founders Financial Securities’s Blackstone BX Stock Holding History

Founders Financial Securities’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	$2.94M	Buy	25,021 +8,667	+53%	+$1.04M	0.15%	137
2026 Q1	$1.91M	Buy	16,354 +14,426	+748%	+$1.88M	0.11%	185
2025 Q4	$297K	Buy	1,928 +76	+4%	+$11.5K	0.02%	479
2025 Q3	$316K	Buy	+1,852	New	+$317K	0.02%	421
2022 Q4	–	Sell	-5,218	Closed	-$437K	–	327
2022 Q3	$437K	Buy	5,218 +167	+3%	+$16.2K	0.08%	190
2022 Q2	$461K	Sell	5,051 -483	-9%	-$52.2K	0.09%	167
2022 Q1	$702K	Buy	5,534 +70	+1%	+$8.54K	0.12%	147
2021 Q4	$707K	Sell	5,464 -2,107	-28%	-$281K	0.13%	135
2021 Q3	$881K	Sell	7,571 -356	-4%	-$41.3K	0.18%	113
2021 Q2	$770K	Sell	7,927 -2,066	-21%	-$183K	0.15%	136
2021 Q1	$745K	Sell	9,993 -42	-0.4%	-$2.9K	0.17%	122
2020 Q4	$650K	Buy	10,035 +1,269	+14%	+$73.9K	0.16%	108
2020 Q3	$458K	Buy	8,766 +1,067	+14%	+$57.1K	0.15%	98
2020 Q2	$436K	Buy	7,699 +2,174	+39%	+$114K	0.14%	108
2020 Q1	$252K	Buy	5,525 +1,003	+22%	+$55.5K	0.09%	109
2019 Q4	$253K	Buy	+4,522	New	+$235K	0.09%	114

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

Founders Financial Securities's BX Position: Q2 2026 in Review

Founders Financial Securities increased its Blackstone (BX) stake by 53% in Q2 2026, buying an estimated $1.04M and bringing the position to 25,021 shares worth $2.94M. The position accounts for 0.15% of the portfolio, ranked #137.

Founders Financial Securities first reported a position in BX in Q4 2019 and has held it in 16 quarters since. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Founders Financial Securities held 25,021 shares of Blackstone worth $2.94M as of Q2 2026.
Founders Financial Securities bought 8,667 Blackstone shares in Q2 2026, an estimated $1.04M.
Blackstone made up 0.15% of Founders Financial Securities's portfolio in Q2 2026, its #137 holding.
Founders Financial Securities first reported a position in Blackstone in Q4 2019 and has held it in 16 quarters since.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.