Kerr Financial Planning’s Blackstone BX Stock Holding History

Kerr Financial Planning’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
2025 Q4	–	Sell	-19	Closed	-$2.66K	–	517
2025 Q3	$2.66K	Buy	+19	New	+$3.25K	﹤0.01%	465

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Kerr Financial Planning's BX Position: Q4 2025 in Review

Kerr Financial Planning sold out of Blackstone (BX) in Q4 2025, closing a stake of 19 shares — an estimated $2.66K sold.

Kerr Financial Planning first reported a position in BX in Q3 2025 and held it in 1 quarter. The position peaked at $2.66K in Q3 2025. 2,290 funds tracked by Wall St. Rank hold BX as of Q4 2025.

Kerr Financial Planning reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
Kerr Financial Planning sold 19 Blackstone shares in Q4 2025, an estimated $2.66K.
Kerr Financial Planning first reported a position in Blackstone in Q3 2025 and held it in 1 quarter.
Kerr Financial Planning's Blackstone position peaked at $2.66K in Q3 2025.
2,290 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Kerr Financial Planning's 13F filing for Q4 2025, filed 10 Feb 2026.