Greenleaf Trust’s Blackstone BX Stock Holding History

Greenleaf Trust’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	$1.81M	Buy	15,738 +903	+6%	+$117K	0.02%	215
2025 Q4	$2.29M	Buy	14,835 +1,510	+11%	+$229K	0.02%	177
2025 Q3	$2.28M	Buy	13,325 +134	+1%	+$23K	0.02%	177
2025 Q2	$1.97M	Sell	13,191 -148	-1%	-$20.3K	0.02%	197
2025 Q1	$1.86M	Buy	13,339 +6,874	+106%	+$1.12M	0.02%	215
2024 Q4	$1.11M	Buy	6,465 +554	+9%	+$96.5K	0.01%	298
2024 Q3	$905K	Buy	5,911 +1,262	+27%	+$175K	0.01%	357
2024 Q2	$576K	Buy	4,649 +124	+3%	+$15.3K	0.01%	443
2024 Q1	$594K	Buy	4,525 +1,437	+47%	+$179K	0.01%	431
2023 Q4	$404K	Buy	3,088 +742	+32%	+$80.3K	﹤0.01%	523
2023 Q3	$251K	Buy	+2,346	New	+$244K	﹤0.01%	639
2023 Q2	–	Sell	-2,328	Closed	-$204K	–	770
2023 Q1	$204K	Buy	+2,328	New	+$206K	﹤0.01%	729

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

Greenleaf Trust's BX Position: Q1 2026 in Review

Greenleaf Trust increased its Blackstone (BX) stake by 6.1% in Q1 2026, buying an estimated $117K and bringing the position to 15,738 shares worth $1.81M. The position accounts for 0.02% of the portfolio, ranked #215.

Greenleaf Trust first reported a position in BX in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.29M in Q4 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Greenleaf Trust held 15,738 shares of Blackstone worth $1.81M as of Q1 2026.
Greenleaf Trust bought 903 Blackstone shares in Q1 2026, an estimated $117K.
Blackstone made up 0.02% of Greenleaf Trust's portfolio in Q1 2026, its #215 holding.
Greenleaf Trust first reported a position in Blackstone in Q1 2023 and has held it in 12 quarters since.
Greenleaf Trust's Blackstone position peaked at $2.29M in Q4 2025.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.