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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
2021
Q4 		– Sell
-1,500
Closed -$3K – 143
2021
Q3 		$3K Buy
+1,500
New +$174K ﹤0.01% 143
2021
Q1 		$3K Buy
+1,000
New +$69K ﹤0.01% 136

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CCP
Cryder Capital Partners London, United Kingdom $1.59B AUM 0.23% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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. 1,318 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.
  • 1,318 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.