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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
-106,300
Closed -$16.4M – 1778
2025
Q4 		$16.4M Buy
106,300
+100,000
+1,587% +$15.2M 0.08% 228
2025
Q3 		$1.08M Buy
+6,300
New +$1.08M 0.01% 842

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jefferies Financial Group's BX Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in Blackstone (BX) in Q2 2026: 7,930 shares worth $933K. The stake represents 0.01% of the portfolio and ranks #997 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in BX as recently as Q4 2025.

Jefferies Financial Group first reported a position in BX in Q2 2023 and has held it in 10 quarters since. The position peaked at $38.3M in Q3 2025. 2,163 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Jefferies Financial Group held 7,930 shares of Blackstone worth $933K as of Q2 2026.
  • Blackstone was a new Jefferies Financial Group position in Q2 2026.
  • Blackstone made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #997 holding.
  • Jefferies Financial Group first reported a position in Blackstone in Q2 2023 and has held it in 10 quarters since.
  • Jefferies Financial Group's Blackstone position peaked at $38.3M in Q3 2025.
  • 2,163 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.