Global Financial Private Client’s Blackstone BX Stock Holding History

Global Financial Private Client’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	–	Sell	-1,339	Closed	-$206K	–	239
2025 Q4	$206K	Buy	1,339 +3	+0.2%	+$456	0.07%	223
2025 Q3	$228K	Buy	+1,336	New	+$229K	0.08%	215
2025 Q2	–	Sell	-1,333	Closed	-$186K	–	417
2025 Q1	$186K	Buy	1,333 +8	+0.6%	+$1.3K	0.07%	205
2024 Q4	$228K	Buy	1,325 +3	+0.2%	+$523	0.09%	189
2024 Q3	$202K	Buy	1,322 +180	+16%	+$25K	0.08%	195
2024 Q2	$141K	Hold	1,142	–	–	0.06%	206
2024 Q1	$150K	Hold	1,142	–	–	0.06%	198
2023 Q4	$150K	Hold	1,142	–	–	0.07%	190
2023 Q3	$122K	Hold	1,142	–	–	0.06%	197
2023 Q2	$108K	Hold	1,142	–	–	0.05%	215
2023 Q1	$97K	Hold	1,142	–	–	0.05%	213
2022 Q4	$84.7K	Hold	1,142	–	–	0.05%	216
2022 Q3	$98.8K	Hold	1,142	–	–	0.06%	197
2022 Q2	$106K	Buy	1,142 +227	+25%	+$24.5K	0.06%	184
2022 Q1	$117K	Hold	915	–	–	0.06%	175
2021 Q4	$118K	Buy	+915	New	+$122K	0.06%	185

Other funds holding BX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Global Financial Private Client's BX Position: Q1 2026 in Review

Global Financial Private Client sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,339 shares — an estimated $206K sold.

Global Financial Private Client first reported a position in BX in Q4 2021 and held it in 16 quarters. The position peaked at $228K in Q4 2024. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Global Financial Private Client reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Global Financial Private Client sold 1,339 Blackstone shares in Q1 2026, an estimated $206K.
Global Financial Private Client first reported a position in Blackstone in Q4 2021 and held it in 16 quarters.
Global Financial Private Client's Blackstone position peaked at $228K in Q4 2024.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Global Financial Private Client's 13F filing for Q1 2026, filed 20 Apr 2026.