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Keystone Financial Group (Kentucky)’s Blackstone BX Stock Holding History

Keystone Financial Group (Kentucky)’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
Q1 		$476K Buy
4,141
+518
+14% +$67.4K 0.03% 305
2025
Q4 		$558K Sell
3,623
-184
-5% -$28K 0.04% 239
2025
Q3 		$650K Buy
3,807
+67
+2% +$11.5K 0.05% 209
2025
Q2 		$559K Sell
3,740
-105
-3% -$14.4K 0.05% 216
2025
Q1 		$537K Buy
3,845
+179
+5% +$29.1K 0.05% 206
2024
Q4 		$632K Sell
3,666
-384
-9% -$66.9K 0.06% 185
2024
Q3 		$620K Buy
4,050
+578
+17% +$80.2K 0.08% 167
2024
Q2 		$430K Sell
3,472
-57
-2% -$7.01K 0.15% 92
2024
Q1 		$464K Buy
3,529
+450
+15% +$56.2K 0.07% 195
2023
Q4 		$403K Sell
3,079
-293
-9% -$31.7K 0.07% 176
2023
Q3 		$361K Sell
3,372
-49
-1% -$5.1K 0.06% 195
2023
Q2 		$318K Buy
+3,421
New +$296K 0.05% 207
2022
Q4 		$254K Sell
3,418
-1
-0% -$86 0.05% 234
2022
Q3 		$286K Sell
3,419
-104
-3% -$10.1K 0.06% 207
2022
Q2 		$321K Buy
3,523
+19
+0.5% +$2.05K 0.06% 197
2022
Q1 		$445K Sell
3,504
-155
-4% -$18.9K 0.08% 169
2021
Q4 		$473K Buy
3,659
+23
+0.6% +$3.07K 0.08% 169
2021
Q3 		$423K Sell
3,636
-309
-8% -$35.9K 0.08% 180
2021
Q2 		$383K Buy
3,945
+204
+5% +$18.1K 0.07% 184
2021
Q1 		$279K Buy
3,741
+22
+0.6% +$1.52K 0.05% 228
2020
Q4 		$241K Sell
3,719
-190
-5% -$11.1K 0.05% 232
2020
Q3 		$204K Buy
3,909
+10
+0.3% +$535 0.05% 227
2020
Q2 		$221K Buy
+3,899
New +$205K 0.06% 202
2020
Q1 		– Sell
-3,849
Closed -$215K – 212
2019
Q4 		$215K Buy
+3,849
New +$200K 0.06% 230

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s BX Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its Blackstone (BX) stake by 14% in Q1 2026, buying an estimated $67.4K and bringing the position to 4,141 shares worth $476K. The position accounts for 0.03% of the portfolio, ranked #305.

Keystone Financial Group (Kentucky) first reported a position in BX in Q4 2019 and has held it in 24 quarters since. The position peaked at $650K in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 4,141 shares of Blackstone worth $476K as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 518 Blackstone shares in Q1 2026, an estimated $67.4K.
  • Blackstone made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #305 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Blackstone in Q4 2019 and has held it in 24 quarters since.
  • Keystone Financial Group (Kentucky)'s Blackstone position peaked at $650K in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.