Harbour Trust & Investment Management’s Blackstone BX Stock Holding History

Harbour Trust & Investment 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
2026 Q2	$9.08M	Buy	77,161 +1,375	+2%	+$165K	0.87%	32
2026 Q1	$8.71M	Buy	75,786 +3,505	+5%	+$456K	0.92%	31
2025 Q4	$11.1M	Buy	72,281 +1,890	+3%	+$287K	1.14%	28
2025 Q3	$12M	Sell	70,391 -221	-0.3%	-$37.9K	1.24%	23
2025 Q2	$10.6M	Buy	70,612 +2,028	+3%	+$279K	1.17%	26
2025 Q1	$9.59M	Buy	68,584 +6,438	+10%	+$1.04M	1.16%	26
2024 Q4	$10.7M	Buy	62,146 +1,920	+3%	+$335K	1.22%	22
2024 Q3	$9.22M	Buy	60,226 +3,049	+5%	+$423K	1.05%	30
2024 Q2	$7.08M	Buy	57,177 +1,789	+3%	+$220K	0.84%	33
2024 Q1	$7.28M	Sell	55,388 -336	-0.6%	-$42K	0.91%	33
2023 Q4	$7.3M	Buy	+55,724	New	+$6.03M	1.03%	31

Other funds holding BX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Harbour Trust & Investment Management's BX Position: Q2 2026 in Review

Harbour Trust & Investment Management increased its Blackstone (BX) stake by 1.8% in Q2 2026, buying an estimated $165K and bringing the position to 77,161 shares worth $9.08M. The position accounts for 0.87% of the portfolio, ranked #32.

Harbour Trust & Investment Management first reported a position in BX in Q4 2023 and has held it in 11 quarters since. The position peaked at $12M in Q3 2025. 960 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Harbour Trust & Investment Management held 77,161 shares of Blackstone worth $9.08M as of Q2 2026.
Harbour Trust & Investment Management bought 1,375 Blackstone shares in Q2 2026, an estimated $165K.
Blackstone made up 0.87% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #32 holding.
Harbour Trust & Investment Management first reported a position in Blackstone in Q4 2023 and has held it in 11 quarters since.
Harbour Trust & Investment Management's Blackstone position peaked at $12M in Q3 2025.
960 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.