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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Jefferies Financial Group's BX Position: Q1 2026 in Review

Jefferies Financial Group sold out of Blackstone (BX) in Q1 2026, closing a stake of 105,246 shares — an estimated $16.2M sold.

Jefferies Financial Group first reported a position in BX in Q2 2023 and held it in 9 quarters. The position peaked at $38.3M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Jefferies Financial Group reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 105,246 Blackstone shares in Q1 2026, an estimated $16.2M.
  • Jefferies Financial Group first reported a position in Blackstone in Q2 2023 and held it in 9 quarters.
  • Jefferies Financial Group's Blackstone position peaked at $38.3M in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.