Jefferies Financial Group’s Blackstone BX Stock Holding History

Jefferies 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 Q1	–	Sell	-105,246	Closed	-$16.2M	–	1784
2025 Q4	$16.2M	Sell	105,246 -118,658	-53%	-$18M	0.13%	230
2025 Q3	$38.3M	Buy	223,904 +214,074	+2,178%	+$36.7M	0.35%	80
2025 Q2	$1.47M	Buy	+9,830	New	+$1.35M	0.02%	618
2025 Q1	–	Sell	-4,435	Closed	-$765K	–	1657
2024 Q4	$765K	Buy	+4,435	New	+$773K	0.01%	976
2024 Q3	–	Sell	-9,449	Closed	-$1.17M	–	1463
2024 Q2	$1.17M	Sell	9,449 -11,600	-55%	-$1.43M	0.02%	695
2024 Q1	$2.77M	Buy	21,049 +7,600	+57%	+$949K	0.06%	480
2023 Q4	$1.76M	Buy	13,449 +5,260	+64%	+$569K	0.03%	762
2023 Q3	$877K	Sell	8,189 -5,181	-39%	-$540K	0.02%	871
2023 Q2	$1.24M	Buy	+13,370	New	+$1.15M	0.03%	834

Other funds holding BX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return