KIM
BX icon

Kestra Investment Management’s Blackstone BX Stock Holding History

Kestra Investment Management’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 		$393K Buy
3,343
+1,091
+48% +$131K 0.01% 361
2026
Q1 		$259K Buy
2,252
+750
+50% +$97.6K ﹤0.01% 390
2025
Q4 		$232K Sell
1,502
-1,221
-45% -$186K 0.01% 396
2025
Q3 		$465K Sell
2,723
-534
-16% -$91.5K 0.01% 287
2025
Q2 		$481K Buy
3,257
+2,611
+404% +$359K 0.01% 382
2025
Q1 		$90.3K Buy
646
+261
+68% +$42.4K ﹤0.01% 432
2024
Q4 		$66.3K Buy
+385
New +$67.1K ﹤0.01% 487

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

Kestra Investment Management's BX Position: Q2 2026 in Review

Kestra Investment Management increased its Blackstone (BX) stake by 48% in Q2 2026, buying an estimated $131K and bringing the position to 3,343 shares worth $393K. The position accounts for 0.01% of the portfolio, ranked #361.

Kestra Investment Management first reported a position in BX in Q4 2024 and has held it in 7 quarters since. The position peaked at $481K in Q2 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Kestra Investment Management held 3,343 shares of Blackstone worth $393K as of Q2 2026.
  • Kestra Investment Management bought 1,091 Blackstone shares in Q2 2026, an estimated $131K.
  • Blackstone made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #361 holding.
  • Kestra Investment Management first reported a position in Blackstone in Q4 2024 and has held it in 7 quarters since.
  • Kestra Investment Management's Blackstone position peaked at $481K in Q2 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.