J. Safra Asset Management’s Blackstone BX Stock Holding History

J. Safra Asset Management’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	$92.3K	Buy	784 +26	+3%	+$3.12K	﹤0.01%	254
2026 Q1	$87.2K	Buy	758 +8	+1%	+$1.04K	﹤0.01%	245
2025 Q4	$116K	Sell	750 -196	-21%	-$29.8K	0.01%	243
2025 Q3	$162K	Buy	946 +296	+46%	+$50.7K	0.01%	182
2025 Q2	$97.2K	Hold	650	–	–	0.01%	184
2025 Q1	$90.9K	Buy	+650	New	+$106K	0.01%	167
2024 Q4	–	Sell	-259	Closed	-$40.1K	–	349
2024 Q3	$40.1K	Hold	259	–	–	﹤0.01%	168
2024 Q2	$32.1K	Buy	+259	New	+$31.9K	﹤0.01%	167

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

J. Safra Asset Management's BX Position: Q2 2026 in Review

J. Safra Asset Management increased its Blackstone (BX) stake by 3.4% in Q2 2026, buying an estimated $3.12K and bringing the position to 784 shares worth $92.3K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

J. Safra Asset Management first reported a position in BX in Q2 2024 and has held it in 8 quarters since. The position peaked at $162K in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

J. Safra Asset Management held 784 shares of Blackstone worth $92.3K as of Q2 2026.
J. Safra Asset Management bought 26 Blackstone shares in Q2 2026, an estimated $3.12K.
Blackstone made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #254 holding.
J. Safra Asset Management first reported a position in Blackstone in Q2 2024 and has held it in 8 quarters since.
J. Safra Asset Management's Blackstone position peaked at $162K in Q3 2025.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.