JBR Co Financial Management’s Blackstone BX Stock Holding History

JBR Co Financial 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	$1.9M	Sell	16,127 -1,916	-11%	-$230K	0.69%	36
2026 Q1	$2.78M	Hold	18,043	–	–	1.16%	22
2025 Q4	$2.78M	Sell	18,043 -65	-0.4%	-$9.88K	1.16%	22
2025 Q3	$3.09M	Buy	18,108 +392	+2%	+$67.2K	1.31%	18
2025 Q2	$2.65M	Sell	17,716 -130	-0.7%	-$17.9K	1.31%	18
2025 Q1	$2.49M	Hold	17,846	–	–	1.46%	18
2024 Q4	$3.08M	Sell	17,846 -325	-2%	-$56.6K	1.88%	12
2024 Q3	$2.78M	Hold	18,171	–	–	1.82%	14
2024 Q2	$2.25M	Hold	18,171	–	–	1.58%	17
2024 Q1	$2.39M	Hold	18,171	–	–	1.9%	14
2023 Q4	$2.38M	Buy	+18,171	New	+$1.97M	2.23%	12

Other funds holding BX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

JBR Co Financial Management's BX Position: Q2 2026 in Review

JBR Co Financial Management reduced its Blackstone (BX) stake by 11% in Q2 2026, selling an estimated $230K and leaving 16,127 shares worth $1.9M. The position accounts for 0.69% of the portfolio, ranked #36.

JBR Co Financial Management first reported a position in BX in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.09M in Q3 2025. 893 funds tracked by Wall St. Rank hold BX as of Q2 2026.

JBR Co Financial Management held 16,127 shares of Blackstone worth $1.9M as of Q2 2026.
JBR Co Financial Management sold 1,916 Blackstone shares in Q2 2026, an estimated $230K.
Blackstone made up 0.69% of JBR Co Financial Management's portfolio in Q2 2026, its #36 holding.
JBR Co Financial Management first reported a position in Blackstone in Q4 2023 and has held it in 11 quarters since.
JBR Co Financial Management's Blackstone position peaked at $3.09M in Q3 2025.
893 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.