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 Q2	$359K	Buy	3,051 +85	+3%	+$10.2K	0.02%	187
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Johnson Financial Group LLC (Colorado)'s BX Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) increased its Blackstone (BX) stake by 2.9% in Q2 2026, buying an estimated $10.2K and bringing the position to 3,051 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #187.

Johnson Financial Group LLC (Colorado) first reported a position in BX in Q1 2017 and has held it in 6 quarters since. The position peaked at $670K in Q1 2017. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Johnson Financial Group LLC (Colorado) held 3,051 shares of Blackstone worth $359K as of Q2 2026.
Johnson Financial Group LLC (Colorado) bought 85 Blackstone shares in Q2 2026, an estimated $10.2K.
Blackstone made up 0.02% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #187 holding.
Johnson Financial Group LLC (Colorado) first reported a position in Blackstone in Q1 2017 and has held it in 6 quarters since.
Johnson Financial Group LLC (Colorado)'s Blackstone position peaked at $670K in Q1 2017.
2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.