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Johnson Financial Group Inc (Wisconsin)’s Blackstone BX Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$243K Sell
2,067
-67
-3% -$8.05K 0.01% 295
2026
Q1 		$245K Sell
2,134
-240
-10% -$31.2K 0.01% 295
2025
Q4 		$366K Sell
2,374
-693
-23% -$105K 0.01% 259
2025
Q3 		$524K Buy
3,067
+424
+16% +$72.6K 0.02% 245
2025
Q2 		$395K Buy
2,643
+505
+24% +$69.4K 0.02% 234
2025
Q1 		$299K Buy
2,138
+427
+25% +$69.3K 0.01% 288
2024
Q4 		$303K Buy
1,711
+409
+31% +$71.3K 0.01% 255
2024
Q3 		$199K Sell
1,302
-205
-14% -$28.4K 0.01% 354
2024
Q2 		$187K Sell
1,507
-2,069
-58% -$255K 0.01% 323
2024
Q1 		$470K Sell
3,576
-1,001
-22% -$125K 0.03% 195
2023
Q4 		$599K Buy
4,577
+1,909
+72% +$207K 0.03% 164
2023
Q3 		$286K Buy
2,668
+386
+17% +$40.2K 0.02% 222
2023
Q2 		$212K Buy
2,282
+120
+6% +$10.4K 0.01% 259
2023
Q1 		$190K Sell
2,162
-1,946
-47% -$172K 0.01% 274
2022
Q4 		$305K Sell
4,108
-1,863
-31% -$161K 0.02% 207
2022
Q3 		$544K Sell
5,971
-1,091
-15% -$106K 0.05% 150
2022
Q2 		$644K Buy
7,062
+1,020
+17% +$110K 0.05% 161
2022
Q1 		$767K Buy
6,042
+4,421
+273% +$539K 0.05% 158
2021
Q4 		$210K Buy
1,621
+285
+21% +$38K 0.01% 271
2021
Q3 		$155K Buy
+1,336
New +$155K 0.01% 282
2021
Q1 		– Sell
-1,396
Closed -$90K – 643
2020
Q4 		$90K Buy
+1,396
New +$81.3K 0.01% 264

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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 $3.37T AUM 44.26% 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

Johnson Financial Group Inc (Wisconsin)'s BX Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Blackstone (BX) stake by 3.1% in Q2 2026, selling an estimated $8.05K and leaving 2,067 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #295.

Johnson Financial Group Inc (Wisconsin) first reported a position in BX in Q4 2020 and has held it in 21 quarters since. The position peaked at $767K in Q1 2022. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 2,067 shares of Blackstone worth $243K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 67 Blackstone shares in Q2 2026, an estimated $8.05K.
  • Blackstone made up 0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #295 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Blackstone in Q4 2020 and has held it in 21 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Blackstone position peaked at $767K in Q1 2022.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.