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Hopwood Financial Services’s Blackstone BX Stock Holding History

Hopwood Financial Services’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 		$222K Hold
1,890
– – 0.13% 86
2026
Q1 		$217K Sell
1,890
-140
-7% -$18.2K 0.15% 80
2025
Q4 		$313K Hold
2,030
– – 0.22% 63
2025
Q3 		$347K Hold
2,030
– – 0.23% 58
2025
Q2 		$304K Hold
2,030
– – 0.24% 58
2025
Q1 		$284K Sell
2,030
-100
-5% -$16.2K 0.22% 64
2024
Q4 		$367K Buy
+2,130
New +$371K 0.28% 47

Other funds holding BX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Aberdeen Group
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
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
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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Hopwood Financial Services's BX Position: Q2 2026 in Review

Hopwood Financial Services held its Blackstone (BX) position steady in Q2 2026 at 1,890 shares worth $222K. The position accounts for 0.13% of the portfolio, ranked #86.

Hopwood Financial Services first reported a position in BX in Q4 2024 and has held it in 7 quarters since. The position peaked at $367K in Q4 2024. 960 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Hopwood Financial Services held 1,890 shares of Blackstone worth $222K as of Q2 2026.
  • Hopwood Financial Services left its Blackstone share count unchanged in Q2 2026.
  • Blackstone made up 0.13% of Hopwood Financial Services's portfolio in Q2 2026, its #86 holding.
  • Hopwood Financial Services first reported a position in Blackstone in Q4 2024 and has held it in 7 quarters since.
  • Hopwood Financial Services's Blackstone position peaked at $367K in Q4 2024.
  • 960 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.