Howard Financial Services
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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
Q3 		$246K Buy
2,192
+244
+13% +$31.9K 0.03% 202
2026
Q2 		$229K Sell
1,948
-41
-2% -$4.93K 0.02% 208
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
J.L. Bainbridge & Co
J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Howard Financial Services's BX Position: Q3 2026 in Review

Howard Financial Services increased its Blackstone (BX) stake by 13% in Q3 2026, buying an estimated $31.9K and bringing the position to 2,192 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #202.

Howard Financial Services first reported a position in BX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.63M in Q4 2024. 883 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Howard Financial Services held 2,192 shares of Blackstone worth $246K as of Q3 2026.
  • Howard Financial Services bought 244 Blackstone shares in Q3 2026, an estimated $31.9K.
  • Blackstone made up 0.03% of Howard Financial Services's portfolio in Q3 2026, its #202 holding.
  • Howard Financial Services first reported a position in Blackstone in Q4 2020 and has held it in 23 quarters since.
  • Howard Financial Services's Blackstone position peaked at $1.63M in Q4 2024.
  • 883 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.