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BFC Planning, Inc.’s Blackstone BX Stock Holding History

BFC Planning, Inc.’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 		$2.37M Sell
20,163
-31,051
-61% -$3.73M 0.1% 214
2026
Q1 		$5.89M Buy
51,214
+58
+0.1% +$7.55K 0.26% 76
2025
Q4 		$7.89M Buy
51,156
+3,236
+7% +$492K 0.35% 58
2025
Q3 		$8.19M Buy
47,920
+3,983
+9% +$682K 0.59% 31
2025
Q2 		$6.57M Buy
43,937
+108
+0.2% +$14.8K 0.52% 36
2025
Q1 		$6.13M Sell
43,829
-69
-0.2% -$11.2K 0.54% 33
2024
Q4 		$7.57M Buy
+43,898
New +$7.65M 0.63% 25

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 $3.38T AUM 44.17% 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 $1.92T AUM 36.1% 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

BFC Planning, Inc.'s BX Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Blackstone (BX) stake by 61% in Q2 2026, selling an estimated $3.73M and leaving 20,163 shares worth $2.37M. The position accounts for 0.1% of the portfolio, ranked #214.

BFC Planning, Inc. first reported a position in BX in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.19M in Q3 2025. 2,171 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • BFC Planning, Inc. held 20,163 shares of Blackstone worth $2.37M as of Q2 2026.
  • BFC Planning, Inc. sold 31,051 Blackstone shares in Q2 2026, an estimated $3.73M.
  • Blackstone made up 0.1% of BFC Planning, Inc.'s portfolio in Q2 2026, its #214 holding.
  • BFC Planning, Inc. first reported a position in Blackstone in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Blackstone position peaked at $8.19M in Q3 2025.
  • 2,171 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.