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KMG Fiduciary Partners’s Blackstone BX Stock Holding History

KMG Fiduciary Partners’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 		$2.25M Buy
19,079
+13,991
+275% +$1.68M 0.21% 86
2026
Q1 		$585K Buy
5,088
+828
+19% +$108K 0.04% 193
2025
Q4 		$657K Sell
4,260
-46
-1% -$6.99K 0.05% 185
2025
Q3 		$736K Buy
4,306
+30
+0.7% +$5.14K 0.05% 207
2025
Q2 		$640K Sell
4,276
-145
-3% -$19.9K 0.05% 215
2025
Q1 		$618K Sell
4,421
-4
-0.1% -$649 0.05% 210
2024
Q4 		$763K Sell
4,425
-5
-0.1% -$871 0.06% 197
2024
Q3 		$678K Hold
4,430
– – 0.06% 196
2024
Q2 		$548K Hold
4,430
– – 0.05% 181
2024
Q1 		$582K Sell
4,430
-1,037
-19% -$130K 0.06% 170
2023
Q4 		$716K Sell
5,467
-216
-4% -$23.4K 0.08% 162
2023
Q3 		$609K Sell
5,683
-171
-3% -$17.8K 0.08% 162
2023
Q2 		$544K Sell
5,854
-18,245
-76% -$1.58M 0.07% 167
2023
Q1 		$2.12M Buy
24,099
+7,989
+50% +$706K 0.3% 87
2022
Q4 		$1.2M Buy
16,110
+350
+2% +$30.2K 0.2% 112
2022
Q3 		$1.32M Sell
15,760
-69
-0.4% -$6.68K 0.25% 94
2022
Q2 		$1.44M Sell
15,829
-210
-1% -$22.7K 0.27% 87
2022
Q1 		$2.04M Sell
16,039
-1,991
-11% -$243K 0.33% 80
2021
Q4 		$2.33M Buy
18,030
+308
+2% +$41.1K 0.36% 70
2021
Q3 		$2.06M Sell
17,722
-2,522
-12% -$293K 0.35% 67
2021
Q2 		$1.97M Sell
20,244
-74
-0.4% -$6.57K 0.35% 66
2021
Q1 		$1.51M Buy
20,318
+2,429
+14% +$168K 0.3% 75
2020
Q4 		$1.12M Buy
17,889
+1,631
+10% +$95K 0.24% 88
2020
Q3 		$849K Buy
+16,258
New +$870K 0.21% 91

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 $3.38T AUM 44.17% 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

KMG Fiduciary Partners's BX Position: Q2 2026 in Review

KMG Fiduciary Partners increased its Blackstone (BX) stake by 275% in Q2 2026, buying an estimated $1.68M and bringing the position to 19,079 shares worth $2.25M. The position accounts for 0.21% of the portfolio, ranked #86.

KMG Fiduciary Partners first reported a position in BX in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.33M in Q4 2021. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • KMG Fiduciary Partners held 19,079 shares of Blackstone worth $2.25M as of Q2 2026.
  • KMG Fiduciary Partners bought 13,991 Blackstone shares in Q2 2026, an estimated $1.68M.
  • Blackstone made up 0.21% of KMG Fiduciary Partners's portfolio in Q2 2026, its #86 holding.
  • KMG Fiduciary Partners first reported a position in Blackstone in Q3 2020 and has held it in 24 quarters since.
  • KMG Fiduciary Partners's Blackstone position peaked at $2.33M in Q4 2021.
  • 2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.