Kohmann Bosshard Financial Services’s Blackstone BX Stock Holding History

Kohmann Bosshard Financial Services’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	$499K	Hold	4,243	–	–	0.04%	135
2026 Q1	$488K	Sell	4,243 -100	-2%	-$13K	0.05%	126
2025 Q4	$669K	Hold	4,343	–	–	0.06%	130
2025 Q3	$742K	Hold	4,343	–	–	0.08%	108
2025 Q2	$650K	Buy	4,343 +543	+14%	+$74.6K	0.07%	102
2025 Q1	$531K	Sell	3,800 -6	-0.2%	-$974	0.06%	117
2024 Q4	$656K	Buy	3,806 +6	+0.2%	+$1.04K	0.08%	97
2024 Q3	$582K	Hold	3,800	–	–	0.07%	107
2024 Q2	$470K	Hold	3,800	–	–	0.06%	110
2024 Q1	$499K	Hold	3,800	–	–	0.07%	107
2023 Q4	$497K	Hold	3,800	–	–	0.08%	105
2023 Q3	$407K	Hold	3,800	–	–	0.07%	111
2023 Q2	$353K	Buy	3,800 +800	+27%	+$69.1K	0.06%	122
2023 Q1	$264K	Hold	3,000	–	–	0.05%	128
2022 Q4	$223K	Buy	+3,000	New	+$259K	0.04%	138

Other funds holding BX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Kohmann Bosshard Financial Services's BX Position: Q2 2026 in Review

Kohmann Bosshard Financial Services held its Blackstone (BX) position steady in Q2 2026 at 4,243 shares worth $499K. The position accounts for 0.04% of the portfolio, ranked #135.

Kohmann Bosshard Financial Services first reported a position in BX in Q4 2022 and has held it in 15 quarters since. The position peaked at $742K in Q3 2025. 696 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Kohmann Bosshard Financial Services held 4,243 shares of Blackstone worth $499K as of Q2 2026.
Kohmann Bosshard Financial Services left its Blackstone share count unchanged in Q2 2026.
Blackstone made up 0.04% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #135 holding.
Kohmann Bosshard Financial Services first reported a position in Blackstone in Q4 2022 and has held it in 15 quarters since.
Kohmann Bosshard Financial Services's Blackstone position peaked at $742K in Q3 2025.
696 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.