JF
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JSF Financial’s Blackstone BX Stock Holding History

JSF Financial’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 		– Sell
-1,477
Closed -$228K – 127
2025
Q4 		$228K Buy
1,477
+3
+0.2% +$456 0.05% 123
2025
Q3 		$252K Sell
1,474
-118
-7% -$20.2K 0.06% 107
2025
Q2 		$238K Buy
1,592
+28
+2% +$3.85K 0.06% 115
2025
Q1 		$219K Buy
1,564
+4
+0.3% +$649 0.06% 111
2024
Q4 		$269K Sell
1,560
-324
-17% -$56.5K 0.07% 107
2024
Q3 		$289K Sell
1,884
-39
-2% -$5.41K 0.08% 95
2024
Q2 		$238K Buy
1,923
+3
+0.2% +$369 0.07% 101
2024
Q1 		$252K Buy
1,920
+98
+5% +$12.2K 0.08% 98
2023
Q4 		$239K Buy
+1,822
New +$197K 0.08% 97
2022
Q1 		– Sell
-1,556
Closed -$201K – 117
2021
Q4 		$201K Buy
+1,556
New +$207K 0.1% 109

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JSF Financial's BX Position: Q1 2026 in Review

JSF Financial sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,477 shares — an estimated $228K sold.

JSF Financial first reported a position in BX in Q4 2021 and held it in 10 quarters. The position peaked at $289K in Q3 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • JSF Financial reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • JSF Financial sold 1,477 Blackstone shares in Q1 2026, an estimated $228K.
  • JSF Financial first reported a position in Blackstone in Q4 2021 and held it in 10 quarters.
  • JSF Financial's Blackstone position peaked at $289K in Q3 2024.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.