HBT
BX icon

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
Q2 		$428K Sell
3,641
-50
-1% -$6.01K 0.09% 150
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heartland Bank & Trust's BX Position: Q2 2026 in Review

Heartland Bank & Trust reduced its Blackstone (BX) stake by 1.4% in Q2 2026, selling an estimated $6.01K and leaving 3,641 shares worth $428K. The position accounts for 0.09% of the portfolio, ranked #150.

Heartland Bank & Trust first reported a position in BX in Q1 2025 and has held it in 6 quarters since. The position peaked at $944K in Q3 2025. 2,162 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Heartland Bank & Trust held 3,641 shares of Blackstone worth $428K as of Q2 2026.
  • Heartland Bank & Trust sold 50 Blackstone shares in Q2 2026, an estimated $6.01K.
  • Blackstone made up 0.09% of Heartland Bank & Trust's portfolio in Q2 2026, its #150 holding.
  • Heartland Bank & Trust first reported a position in Blackstone in Q1 2025 and has held it in 6 quarters since.
  • Heartland Bank & Trust's Blackstone position peaked at $944K in Q3 2025.
  • 2,162 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Heartland Bank & Trust's 13F filing for Q2 2026, filed 12 Aug 2026.