Gillson Capital’s Blackstone BX Stock Holding History

Gillson Capital’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	$9.27M	Sell	80,600 -52,000	-39%	-$6.77M	0.76%	42
2025 Q4	$20.4M	Buy	132,600 +30,800	+30%	+$4.68M	1.34%	26
2025 Q3	$17.4M	Buy	+101,800	New	+$17.4M	1.51%	27
2025 Q1	–	Sell	-38,832	Closed	-$6.7M	–	66
2024 Q4	$6.7M	Buy	+38,832	New	+$6.77M	0.6%	52
2023 Q4	–	Sell	-126,532	Closed	-$13.6M	–	67
2023 Q3	$13.6M	Sell	126,532 -14,689	-10%	-$1.53M	1.01%	39
2023 Q2	$13.1M	Buy	141,221 +115,555	+450%	+$9.98M	1.16%	33
2023 Q1	$2.25M	Buy	+25,666	New	+$2.27M	0.19%	78
2022 Q2	–	Sell	-153,870	Closed	-$19.5M	–	214
2022 Q1	$19.5M	Buy	153,870 +18,757	+14%	+$2.29M	1.56%	15
2021 Q4	$17.5M	Buy	+135,113	New	+$18M	1.14%	29
2021 Q3	–	Sell	-53,082	Closed	-$5.16M	–	233
2021 Q2	$5.16M	Sell	53,082 -134,726	-72%	-$12M	0.48%	70
2021 Q1	$14M	Buy	+187,808	New	+$13M	1.18%	33

Other funds holding BX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T 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