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IRON Financial’s Blackstone BX Stock Holding History

IRON Financial’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 		$352K Buy
2,993
+11
+0.4% +$1.32K 0.15% 91
2026
Q1 		$343K Buy
2,982
+3
+0.1% +$390 0.15% 87
2025
Q4 		$459K Buy
2,979
+2
+0.1% +$304 0.21% 75
2025
Q3 		$509K Buy
2,977
+12
+0.4% +$2.06K 0.24% 71
2025
Q2 		$444K Buy
2,965
+3
+0.1% +$412 0.23% 74
2025
Q1 		$414K Sell
2,962
-36
-1% -$5.84K 0.23% 63
2024
Q4 		$517K Sell
2,998
-158
-5% -$27.5K 0.29% 55
2024
Q3 		$483K Buy
3,156
+4
+0.1% +$555 0.26% 60
2024
Q2 		$390K Buy
3,152
+5
+0.2% +$615 0.22% 71
2024
Q1 		$413K Buy
3,147
+5
+0.2% +$624 0.23% 67
2023
Q4 		$411K Sell
3,142
-300
-9% -$32.5K 0.23% 66
2023
Q3 		$369K Hold
3,442
– – 0.21% 68
2023
Q2 		$320K Hold
3,442
– – 0.17% 67
2023
Q1 		$302K Hold
3,442
– – 0.17% 67
2022
Q4 		$255K Hold
3,442
– – 0.15% 75
2022
Q3 		$288K Buy
3,442
+7
+0.2% +$678 0.16% 77
2022
Q2 		$313K Buy
3,435
+9
+0.3% +$972 0.16% 78
2022
Q1 		$435K Buy
3,426
+7
+0.2% +$854 0.2% 67
2021
Q4 		$442K Buy
3,419
+5
+0.1% +$667 0.2% 67
2021
Q3 		$397K Buy
3,414
+4
+0.1% +$464 0.19% 65
2021
Q2 		$331K Buy
3,410
+5
+0.1% +$444 0.15% 72
2021
Q1 		$254K Sell
3,405
-2,246
-40% -$155K 0.13% 84
2020
Q4 		$366K Buy
5,651
+983
+21% +$57.2K 0.18% 60
2020
Q3 		$244K Buy
+4,668
New +$250K 0.13% 86
2019
Q4 		– Sell
-5,935
Closed -$290K – 119
2019
Q3 		$290K Hold
5,935
– – 0.22% 76
2019
Q2 		$208K Buy
+5,935
New +$237K 0.19% 82

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

IRON Financial's BX Position: Q2 2026 in Review

IRON Financial increased its Blackstone (BX) stake by 0.37% in Q2 2026, buying an estimated $1.32K and bringing the position to 2,993 shares worth $352K. The position accounts for 0.15% of the portfolio, ranked #91.

IRON Financial first reported a position in BX in Q2 2019 and has held it in 26 quarters since. The position peaked at $517K in Q4 2024. 962 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • IRON Financial held 2,993 shares of Blackstone worth $352K as of Q2 2026.
  • IRON Financial bought 11 Blackstone shares in Q2 2026, an estimated $1.32K.
  • Blackstone made up 0.15% of IRON Financial's portfolio in Q2 2026, its #91 holding.
  • IRON Financial first reported a position in Blackstone in Q2 2019 and has held it in 26 quarters since.
  • IRON Financial's Blackstone position peaked at $517K in Q4 2024.
  • 962 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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