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Independent Financial Group’s Blackstone BX Stock Holding History

Independent Financial Group’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 		$3.09M Sell
26,219
-3,510
-12% -$422K 0.06% 339
2026
Q1 		$3.42M Sell
29,729
-16,212
-35% -$2.11M 0.08% 260
2025
Q4 		$7.08M Sell
45,941
-26,084
-36% -$3.96M 0.16% 124
2025
Q3 		$12.3M Buy
72,025
+8,480
+13% +$1.45M 0.3% 55
2025
Q2 		$9.51M Buy
63,545
+6,390
+11% +$878K 0.26% 61
2025
Q1 		$7.99M Sell
57,155
-33,754
-37% -$5.48M 0.27% 64
2024
Q4 		$15.7M Buy
90,909
+28,554
+46% +$4.98M 0.52% 28
2024
Q3 		$9.55M Buy
62,355
+1,259
+2% +$175K 0.35% 47
2024
Q2 		$7.56M Sell
61,096
-22,221
-27% -$2.73M 0.3% 60
2024
Q1 		$10.9M Sell
83,317
-46,964
-36% -$5.87M 0.5% 26
2023
Q4 		$17.1M Sell
130,281
-19,162
-13% -$2.07M 0.91% 13
2023
Q3 		$16M Buy
149,443
+12,507
+9% +$1.3M 1.04% 11
2023
Q2 		$12.7M Buy
136,936
+4,191
+3% +$362K 0.88% 12
2023
Q1 		$11.7M Sell
132,745
-306
-0.2% -$27K 0.93% 10
2022
Q4 		$9.87M Sell
133,051
-25,358
-16% -$2.19M 0.85% 13
2022
Q3 		$13.3M Buy
158,409
+11,741
+8% +$1.14M 1.2% 12
2022
Q2 		$13.4M Buy
146,668
+3,809
+3% +$411K 1.43% 9
2022
Q1 		$18.1M Buy
142,859
+43,437
+44% +$5.3M 1.47% 11
2021
Q4 		$12.9M Buy
99,422
+10,312
+12% +$1.37M 1.06% 12
2021
Q3 		$10.4M Buy
89,110
+7,910
+10% +$918K 1.06% 11
2021
Q2 		$7.89M Buy
81,200
+14,470
+22% +$1.29M 0.84% 11
2021
Q1 		$4.97M Sell
66,730
-3,542
-5% -$245K 0.64% 23
2020
Q4 		$4.55M Sell
70,272
-9,566
-12% -$557K 0.67% 22
2020
Q3 		$4.17M Sell
79,838
-1,426
-2% -$76.3K 0.78% 19
2020
Q2 		$4.6M Sell
81,264
-2,976
-4% -$157K 1.01% 10
2020
Q1 		$3.84M Buy
+84,240
New +$4.66M 1.13% 12

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

Independent Financial Group's BX Position: Q2 2026 in Review

Independent Financial Group reduced its Blackstone (BX) stake by 12% in Q2 2026, selling an estimated $422K and leaving 26,219 shares worth $3.09M. The position accounts for 0.06% of the portfolio, ranked #339.

Independent Financial Group first reported a position in BX in Q1 2020 and has held it in 26 quarters since. The position peaked at $18.1M in Q1 2022. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Independent Financial Group held 26,219 shares of Blackstone worth $3.09M as of Q2 2026.
  • Independent Financial Group sold 3,510 Blackstone shares in Q2 2026, an estimated $422K.
  • Blackstone made up 0.06% of Independent Financial Group's portfolio in Q2 2026, its #339 holding.
  • Independent Financial Group first reported a position in Blackstone in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Blackstone position peaked at $18.1M in Q1 2022.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.