Johnson Financial Group LLC (Colorado)’s Blackstone BX Stock Holding History

Johnson Financial Group LLC (Colorado)’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	$341K	Buy	2,966 +638	+27%	+$83K	0.02%	120
2025 Q4	$359K	Buy	+2,328	New	+$354K	0.02%	82
2017 Q4	–	Sell	-10,985	Closed	-$366K	–	84
2017 Q3	$366K	Buy	10,985 +985	+10%	+$32.4K	0.3%	29
2017 Q2	$333K	Sell	10,000 -12,553	-56%	-$394K	0.28%	29
2017 Q1	$670K	Buy	+22,553	New	+$678K	0.76%	13

Other funds holding BX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Johnson Financial Group LLC (Colorado)'s BX Position: Q1 2026 in Review

Johnson Financial Group LLC (Colorado) increased its Blackstone (BX) stake by 27% in Q1 2026, buying an estimated $83K and bringing the position to 2,966 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #120.

Johnson Financial Group LLC (Colorado) first reported a position in BX in Q1 2017 and has held it in 5 quarters since. The position peaked at $670K in Q1 2017. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Johnson Financial Group LLC (Colorado) held 2,966 shares of Blackstone worth $341K as of Q1 2026.
Johnson Financial Group LLC (Colorado) bought 638 Blackstone shares in Q1 2026, an estimated $83K.
Blackstone made up 0.02% of Johnson Financial Group LLC (Colorado)'s portfolio in Q1 2026, its #120 holding.
Johnson Financial Group LLC (Colorado) first reported a position in Blackstone in Q1 2017 and has held it in 5 quarters since.
Johnson Financial Group LLC (Colorado)'s Blackstone position peaked at $670K in Q1 2017.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2026, filed 14 May 2026.