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Key Financial Inc’s Blackstone BX Stock Holding History

Key Financial Inc’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 		$1.12M Sell
9,559
-479
-5% -$57.6K 0.18% 107
2026
Q1 		$1.15M Buy
10,038
+25
+0.2% +$3.25K 0.21% 90
2025
Q4 		$1.54M Sell
10,013
-2,122
-17% -$322K 0.28% 64
2025
Q3 		$2.04M Buy
12,135
+26
+0.2% +$4.46K 0.38% 54
2025
Q2 		$1.81M Buy
+12,109
New +$1.66M 0.36% 55

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

Key Financial Inc's BX Position: Q2 2026 in Review

Key Financial Inc reduced its Blackstone (BX) stake by 4.8% in Q2 2026, selling an estimated $57.6K and leaving 9,559 shares worth $1.12M. The position accounts for 0.18% of the portfolio, ranked #107.

Key Financial Inc first reported a position in BX in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.04M in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Key Financial Inc held 9,559 shares of Blackstone worth $1.12M as of Q2 2026.
  • Key Financial Inc sold 479 Blackstone shares in Q2 2026, an estimated $57.6K.
  • Blackstone made up 0.18% of Key Financial Inc's portfolio in Q2 2026, its #107 holding.
  • Key Financial Inc first reported a position in Blackstone in Q2 2025 and has held it in 5 quarters since.
  • Key Financial Inc's Blackstone position peaked at $2.04M in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.