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Howard Financial Services’s Blackstone BX Stock Holding History

Howard 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 		$229K Sell
1,948
-41
-2% -$4.93K 0.02% 231
2026
Q1 		$229K Sell
1,989
-580
-23% -$75.5K 0.03% 204
2025
Q4 		$396K Sell
2,569
-606
-19% -$92.1K 0.05% 132
2025
Q3 		$542K Buy
3,175
+1,244
+64% +$213K 0.07% 98
2025
Q2 		$289K Sell
1,931
-7,222
-79% -$992K 0.04% 141
2025
Q1 		$1.28M Sell
9,153
-316
-3% -$51.3K 0.17% 55
2024
Q4 		$1.63M Buy
9,469
+8,082
+583% +$1.41M 0.22% 49
2024
Q3 		$212K Buy
+1,387
New +$192K 0.03% 154
2024
Q2 		– Sell
-3,145
Closed -$413K – 157
2024
Q1 		$413K Buy
3,145
+1
+0% +$125 0.07% 102
2023
Q4 		$412K Buy
3,144
+17
+0.5% +$1.84K 0.08% 96
2023
Q3 		$335K Buy
3,127
+41
+1% +$4.27K 0.08% 104
2023
Q2 		$287K Buy
3,086
+1
+0% +$86 0.07% 111
2023
Q1 		$271K Buy
3,085
+1
+0% +$88 0.07% 110
2022
Q4 		$229K Sell
3,084
-674
-18% -$58.2K 0.06% 119
2022
Q3 		$315K Buy
3,758
+207
+6% +$20K 0.1% 93
2022
Q2 		$324K Buy
3,551
+472
+15% +$51K 0.11% 83
2022
Q1 		$391K Buy
3,079
+2
+0.1% +$244 0.12% 77
2021
Q4 		$398K Buy
3,077
+1
+0% +$133 0.12% 72
2021
Q3 		$358K Hold
3,076
– – 0.13% 74
2021
Q2 		$299K Sell
3,076
-1,199
-28% -$106K 0.12% 90
2021
Q1 		$319K Buy
4,275
+2
+0% +$138 0.14% 86
2020
Q4 		$277K Buy
+4,273
New +$249K 0.15% 85

Other funds holding BX

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

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

Howard Financial Services reduced its Blackstone (BX) stake by 2.1% in Q2 2026, selling an estimated $4.93K and leaving 1,948 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #231.

Howard Financial Services first reported a position in BX in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.63M in Q4 2024. 755 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Howard Financial Services held 1,948 shares of Blackstone worth $229K as of Q2 2026.
  • Howard Financial Services sold 41 Blackstone shares in Q2 2026, an estimated $4.93K.
  • Blackstone made up 0.02% of Howard Financial Services's portfolio in Q2 2026, its #231 holding.
  • Howard Financial Services first reported a position in Blackstone in Q4 2020 and has held it in 22 quarters since.
  • Howard Financial Services's Blackstone position peaked at $1.63M in Q4 2024.
  • 755 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.