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Jacobi Capital Management’s Blackstone BX Stock Holding History

Jacobi Capital 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 		$1.56M Buy
13,285
+176
+1% +$21.1K 0.08% 230
2026
Q1 		$1.51M Buy
13,109
+1,146
+10% +$149K 0.08% 220
2025
Q4 		$1.84M Buy
11,963
+1,294
+12% +$197K 0.11% 180
2025
Q3 		$1.82M Buy
10,669
+446
+4% +$76.4K 0.11% 185
2025
Q2 		$1.53M Buy
10,223
+736
+8% +$101K 0.1% 198
2025
Q1 		$1.33M Buy
9,487
+437
+5% +$70.9K 0.1% 210
2024
Q4 		$1.56M Sell
9,050
-82
-0.9% -$14.3K 0.12% 170
2024
Q3 		$1.4M Buy
9,132
+40
+0.4% +$5.55K 0.11% 187
2024
Q2 		$1.13M Sell
9,092
-127
-1% -$15.6K 0.1% 198
2024
Q1 		$1.21M Sell
9,219
-428
-4% -$53.5K 0.11% 172
2023
Q4 		$1.26M Sell
9,647
-33
-0.3% -$3.57K 0.13% 149
2023
Q3 		$1.04M Sell
9,680
-405
-4% -$42.2K 0.12% 173
2023
Q2 		$938K Sell
10,085
-190
-2% -$16.4K 0.1% 185
2023
Q1 		$903K Buy
10,275
+996
+11% +$88K 0.11% 184
2022
Q4 		$688K Buy
9,279
+423
+5% +$36.5K 0.09% 216
2022
Q3 		$741K Buy
8,856
+1,173
+15% +$114K 0.1% 195
2022
Q2 		$701K Buy
7,683
+1,146
+18% +$124K 0.09% 207
2022
Q1 		$830K Buy
6,537
+763
+13% +$93.1K 0.1% 192
2021
Q4 		$747K Buy
5,774
+2,019
+54% +$269K 0.09% 202
2021
Q3 		$437K Sell
3,755
-31
-0.8% -$3.6K 0.06% 274
2021
Q2 		$368K Sell
3,786
-401
-10% -$35.6K 0.05% 288
2021
Q1 		$312K Buy
4,187
+21
+0.5% +$1.45K 0.05% 292
2020
Q4 		$270K Buy
4,166
+314
+8% +$18.3K 0.04% 287
2020
Q3 		$201K Buy
3,852
+11
+0.3% +$589 0.04% 299
2020
Q2 		$218K Sell
3,841
-398
-9% -$20.9K 0.04% 274
2020
Q1 		$193K Sell
4,239
-931
-18% -$51.5K 0.04% 259
2019
Q4 		$289K Buy
5,170
+120
+2% +$6.23K 0.05% 244
2019
Q3 		$247K Sell
5,050
-43
-0.8% -$2.1K 0.05% 251
2019
Q2 		$226K Buy
5,093
+533
+12% +$21.3K 0.05% 262
2019
Q1 		$159K Sell
4,560
-1,102
-19% -$36.8K 0.04% 257
2018
Q4 		$169K Sell
5,662
-1,288
-19% -$42.6K 0.05% 240
2018
Q3 		$265K Buy
6,950
+1,958
+39% +$70.7K 0.07% 170
2018
Q2 		$161K Sell
4,992
-61
-1% -$1.94K 0.05% 239
2018
Q1 		$159K Sell
5,053
-558
-10% -$19K 0.05% 225
2017
Q4 		$187K Sell
5,611
-160
-3% -$5.21K 0.06% 176
2017
Q3 		$192K Buy
5,771
+2,287
+66% +$75.3K 0.07% 152
2017
Q2 		$116K Buy
+3,484
New +$109K 0.04% 181
2017
Q1 		– Sell
-1,095
Closed -$33K – 696
2016
Q4 		$33K Buy
+1,095
New +$28.4K 0.02% 264

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

Jacobi Capital Management's BX Position: Q2 2026 in Review

Jacobi Capital Management increased its Blackstone (BX) stake by 1.3% in Q2 2026, buying an estimated $21.1K and bringing the position to 13,285 shares worth $1.56M. The position accounts for 0.08% of the portfolio, ranked #230.

Jacobi Capital Management first reported a position in BX in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.84M in Q4 2025. 962 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Jacobi Capital Management held 13,285 shares of Blackstone worth $1.56M as of Q2 2026.
  • Jacobi Capital Management bought 176 Blackstone shares in Q2 2026, an estimated $21.1K.
  • Blackstone made up 0.08% of Jacobi Capital Management's portfolio in Q2 2026, its #230 holding.
  • Jacobi Capital Management first reported a position in Blackstone in Q4 2016 and has held it in 38 quarters since.
  • Jacobi Capital Management's Blackstone position peaked at $1.84M in Q4 2025.
  • 962 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.