Heartland Bank & Trust’s Blackstone BX Stock Holding History

Heartland Bank & 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	$424K	Buy	3,691 +81	+2%	+$10.5K	0.1%	144
2025 Q4	$556K	Sell	3,610 -1,917	-35%	-$291K	0.24%	88
2025 Q3	$944K	Sell	5,527 -17	-0.3%	-$2.91K	0.39%	55
2025 Q2	$829K	Sell	5,544 -135	-2%	-$18.5K	0.39%	59
2025 Q1	$794K	Buy	+5,679	New	+$922K	0.41%	58

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

Heartland Bank & Trust's BX Position: Q1 2026 in Review

Heartland Bank & Trust increased its Blackstone (BX) stake by 2.2% in Q1 2026, buying an estimated $10.5K and bringing the position to 3,691 shares worth $424K. The position accounts for 0.1% of the portfolio, ranked #144.

Heartland Bank & Trust first reported a position in BX in Q1 2025 and has held it in 5 quarters since. The position peaked at $944K in Q3 2025. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Heartland Bank & Trust held 3,691 shares of Blackstone worth $424K as of Q1 2026.
Heartland Bank & Trust bought 81 Blackstone shares in Q1 2026, an estimated $10.5K.
Blackstone made up 0.1% of Heartland Bank & Trust's portfolio in Q1 2026, its #144 holding.
Heartland Bank & Trust first reported a position in Blackstone in Q1 2025 and has held it in 5 quarters since.
Heartland Bank & Trust's Blackstone position peaked at $944K in Q3 2025.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.