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Lantz Financial’s Blackstone BX Stock Holding History

Lantz Financial’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 		$387K Sell
3,290
-24
-0.7% -$2.88K 0.07% 199
2026
Q1 		$381K Sell
3,314
-119
-3% -$15.5K 0.08% 188
2025
Q4 		$529K Sell
3,433
-132
-4% -$20.1K 0.11% 157
2025
Q3 		$609K Buy
3,565
+635
+22% +$109K 0.13% 143
2025
Q2 		$438K Buy
2,930
+13
+0.4% +$1.79K 0.11% 155
2025
Q1 		$408K Buy
2,917
+16
+0.6% +$2.6K 0.11% 152
2024
Q4 		$500K Buy
2,901
+41
+1% +$7.14K 0.13% 139
2024
Q3 		$438K Buy
2,860
+98
+4% +$13.6K 0.12% 149
2024
Q2 		$342K Buy
2,762
+290
+12% +$35.7K 0.11% 153
2024
Q1 		$325K Buy
2,472
+22
+0.9% +$2.75K 0.1% 154
2023
Q4 		$321K Sell
2,450
-26
-1% -$2.81K 0.12% 150
2023
Q3 		$265K Buy
2,476
+55
+2% +$5.73K 0.11% 154
2023
Q2 		$225K Buy
2,421
+21
+0.9% +$1.81K 0.09% 170
2023
Q1 		$211K Buy
+2,400
New +$212K 0.09% 176
2022
Q4 		– Sell
-2,577
Closed -$216K – 183
2022
Q3 		$216K Sell
2,577
-49
-2% -$4.75K 0.11% 149
2022
Q2 		$240K Sell
2,626
-150
-5% -$16.2K 0.11% 147
2022
Q1 		$352K Buy
+2,776
New +$339K 0.14% 121

Other funds holding BX

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
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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Lantz Financial's BX Position: Q2 2026 in Review

Lantz Financial reduced its Blackstone (BX) stake by 0.72% in Q2 2026, selling an estimated $2.88K and leaving 3,290 shares worth $387K. The position accounts for 0.07% of the portfolio, ranked #199.

Lantz Financial first reported a position in BX in Q1 2022 and has held it in 17 quarters since. The position peaked at $609K in Q3 2025. 353 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Lantz Financial held 3,290 shares of Blackstone worth $387K as of Q2 2026.
  • Lantz Financial sold 24 Blackstone shares in Q2 2026, an estimated $2.88K.
  • Blackstone made up 0.07% of Lantz Financial's portfolio in Q2 2026, its #199 holding.
  • Lantz Financial first reported a position in Blackstone in Q1 2022 and has held it in 17 quarters since.
  • Lantz Financial's Blackstone position peaked at $609K in Q3 2025.
  • 353 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.