Jones Financial Companies
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Jones Financial Companies’s Blackstone BX Stock Holding History

Jones Financial Companies’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 		$153M Buy
1,321,572
+534,410
+68% +$64.2M 0.06% 167
2026
Q1 		$85.1M Buy
787,162
+643,249
+447% +$83.7M 0.04% 226
2025
Q4 		$22.2M Buy
143,913
+21,355
+17% +$3.25M 0.01% 305
2025
Q3 		$21.5M Buy
122,558
+10,389
+9% +$1.78M 0.01% 282
2025
Q2 		$16.9M Buy
112,169
+16,662
+17% +$2.29M 0.01% 289
2025
Q1 		$13.2M Buy
95,507
+14,149
+17% +$2.3M 0.01% 277
2024
Q4 		$14M Buy
81,358
+18,404
+29% +$3.21M 0.01% 215
2024
Q3 		$9.75M Buy
62,954
+19,413
+45% +$2.69M 0.01% 210
2024
Q2 		$5.39M Buy
43,541
+39,880
+1,089% +$4.91M 0.01% 202
2024
Q1 		$481K Buy
3,661
+3,575
+4,157% +$446K ﹤0.01% 332
2023
Q4 		$11.3K Buy
+86
New +$9.3K ﹤0.01% 667
2023
Q3 		– Sell
-214
Closed -$19.9K – 691
2023
Q2 		$19.9K Sell
214
-1
-0.5% -$86 ﹤0.01% 422
2023
Q1 		$18.9K Buy
215
+201
+1,436% +$17.8K ﹤0.01% 425
2022
Q4 		$1K Buy
+14
New +$1.21K ﹤0.01% 639
2022
Q3 		– Sell
-15
Closed -$1K – 558
2022
Q2 		$1K Sell
15
-1,185
-99% -$128K ﹤0.01% 621
2022
Q1 		$152K Buy
1,200
+1,193
+17,043% +$146K ﹤0.01% 272
2021
Q4 		$1K Hold
7
– – ﹤0.01% 730
2021
Q3 		$1K Hold
7
– – ﹤0.01% 633
2021
Q2 		$1K Buy
+7
New +$622 ﹤0.01% 617

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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

Jones Financial Companies's BX Position: Q2 2026 in Review

Jones Financial Companies increased its Blackstone (BX) stake by 68% in Q2 2026, buying an estimated $64.2M and bringing the position to 1,321,572 shares worth $153M. The position accounts for 0.06% of the portfolio, ranked #167.

Jones Financial Companies first reported a position in BX in Q2 2021 and has held it in 19 quarters since. 2,151 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Jones Financial Companies held 1,321,572 shares of Blackstone worth $153M as of Q2 2026.
  • Jones Financial Companies bought 534,410 Blackstone shares in Q2 2026, an estimated $64.2M.
  • Blackstone made up 0.06% of Jones Financial Companies's portfolio in Q2 2026, its #167 holding.
  • Jones Financial Companies first reported a position in Blackstone in Q2 2021 and has held it in 19 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.