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Golden State Wealth Management’s Blackstone BX Stock Holding History

Golden State Wealth Management’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
2019
Q4 		– Sell
-8
Closed -$1K – 168
2019
Q3 		$1K Buy
+8
New +$390 ﹤0.01% 1011

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CCP
Cryder Capital Partners London, United Kingdom $1.59B AUM 0.23% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Golden State Wealth Management's BX Position: Q2 2026 in Review

Golden State Wealth Management reduced its Blackstone (BX) stake by 3.6% in Q2 2026, selling an estimated $220K and leaving 48,980 shares worth $5.76M. The position accounts for 0.53% of the portfolio, ranked #35.

Golden State Wealth Management first reported a position in BX in Q1 2019 and has held it in 19 quarters since. The position peaked at $10M in Q4 2024. 1,109 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Golden State Wealth Management held 48,980 shares of Blackstone worth $5.76M as of Q2 2026.
  • Golden State Wealth Management sold 1,834 Blackstone shares in Q2 2026, an estimated $220K.
  • Blackstone made up 0.53% of Golden State Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Golden State Wealth Management first reported a position in Blackstone in Q1 2019 and has held it in 19 quarters since.
  • Golden State Wealth Management's Blackstone position peaked at $10M in Q4 2024.
  • 1,109 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.