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JFG Wealth Management’s Blackstone BX Stock Holding History

JFG Wealth 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
2025
Q3 		$409K Buy
2,395
+184
+8% +$31.5K 0.08% 48
2025
Q2 		$331K Hold
2,211
– – 0.07% 52
2025
Q1 		$309K Sell
2,211
-45
-2% -$7.3K 0.07% 66
2024
Q4 		$389K Sell
2,256
-100
-4% -$17.4K 0.09% 66
2024
Q3 		$361K Buy
2,356
+242
+11% +$33.6K 0.1% 54
2024
Q2 		$262K Buy
+2,114
New +$260K 0.07% 49

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JFG Wealth Management's BX Position: Q3 2025 in Review

JFG Wealth Management increased its Blackstone (BX) stake by 8.3% in Q3 2025, buying an estimated $31.5K and bringing the position to 2,395 shares worth $409K. The position accounts for 0.08% of the portfolio, ranked #48.

JFG Wealth Management first reported a position in BX in Q2 2024 and has held it in 6 quarters since. 2,208 funds tracked by Wall St. Rank hold BX as of Q3 2025.

  • JFG Wealth Management held 2,395 shares of Blackstone worth $409K as of Q3 2025.
  • JFG Wealth Management bought 184 Blackstone shares in Q3 2025, an estimated $31.5K.
  • Blackstone made up 0.08% of JFG Wealth Management's portfolio in Q3 2025, its #48 holding.
  • JFG Wealth Management first reported a position in Blackstone in Q2 2024 and has held it in 6 quarters since.
  • 2,208 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.