KFS
BX icon

Kaizen Financial Strategies’s Blackstone BX Stock Holding History

Kaizen Financial Strategies’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 		$2.54M Sell
21,270
-3,426
-14% -$412K 0.83% 27
2026
Q1 		$3.16M Sell
24,696
-2,431
-9% -$316K 1.34% 14
2025
Q4 		$4.18M Buy
27,127
+219
+0.8% +$33.3K 1.84% 11
2025
Q3 		$3.86M Sell
26,908
-3,032
-10% -$519K 1.74% 12
2025
Q2 		$4.48M Buy
29,940
+884
+3% +$121K 2.28% 10
2025
Q1 		$4.06M Buy
29,056
+279
+1% +$45.3K 2.34% 9
2024
Q4 		$4.96M Sell
28,777
-2,404
-8% -$419K 2.81% 9
2024
Q3 		$4.77M Sell
31,181
-1,017
-3% -$141K 2.77% 8
2024
Q2 		$4.55M Buy
32,198
+590
+2% +$72.6K 2.84% 8
2024
Q1 		$4.15M Buy
31,608
+1,916
+6% +$239K 2.82% 9
2023
Q4 		$3.89M Sell
29,692
-842
-3% -$91.1K 2.95% 6
2023
Q3 		$3.27M Buy
30,534
+288
+1% +$30K 2.76% 8
2023
Q2 		$2.97M Buy
30,246
+1,587
+6% +$137K 2.54% 9
2023
Q1 		$2.52M Buy
28,659
+249
+0.9% +$22K 2.48% 10
2022
Q4 		$2.42M Buy
28,410
+879
+3% +$75.9K 2.39% 9
2022
Q3 		$2.3M Buy
27,531
+2,723
+11% +$264K 2.34% 9
2022
Q2 		$2.26M Buy
24,808
+708
+3% +$76.5K 2.23% 8
2022
Q1 		$3.06M Buy
24,100
+6,624
+38% +$808K 2.4% 7
2021
Q4 		$2.26M Buy
17,476
+1,523
+10% +$203K 1.69% 15
2021
Q3 		$1.86M Buy
+15,953
New +$1.85M 1.5% 16
2021
Q1 		$853K Sell
11,450
-8,519
-43% -$588K 0.81% 39
2020
Q4 		$1.29M Buy
+19,969
New +$1.16M 1.44% 11

Other funds holding BX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

Kaizen Financial Strategies's BX Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Blackstone (BX) stake by 14% in Q2 2026, selling an estimated $412K and leaving 21,270 shares worth $2.54M. The position accounts for 0.83% of the portfolio, ranked #27.

Kaizen Financial Strategies first reported a position in BX in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.96M in Q4 2024. 910 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Kaizen Financial Strategies held 21,270 shares of Blackstone worth $2.54M as of Q2 2026.
  • Kaizen Financial Strategies sold 3,426 Blackstone shares in Q2 2026, an estimated $412K.
  • Blackstone made up 0.83% of Kaizen Financial Strategies's portfolio in Q2 2026, its #27 holding.
  • Kaizen Financial Strategies first reported a position in Blackstone in Q4 2020 and has held it in 22 quarters since.
  • Kaizen Financial Strategies's Blackstone position peaked at $4.96M in Q4 2024.
  • 910 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.