Lantz Financial
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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
Q3 		$376K Buy
3,356
+66
+2% +$8.64K 0.07% 205
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% -$4.74K 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

Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
J.L. Bainbridge & Co
J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return
Randolph Company
Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Lantz Financial's BX Position: Q3 2026 in Review

Lantz Financial increased its Blackstone (BX) stake by 2% in Q3 2026, buying an estimated $8.64K and bringing the position to 3,356 shares worth $376K. The position accounts for 0.07% of the portfolio, ranked #205.

Lantz Financial first reported a position in BX in Q1 2022 and has held it in 18 quarters since. The position peaked at $609K in Q3 2025. 627 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Lantz Financial held 3,356 shares of Blackstone worth $376K as of Q3 2026.
  • Lantz Financial bought 66 Blackstone shares in Q3 2026, an estimated $8.64K.
  • Blackstone made up 0.07% of Lantz Financial's portfolio in Q3 2026, its #205 holding.
  • Lantz Financial first reported a position in Blackstone in Q1 2022 and has held it in 18 quarters since.
  • Lantz Financial's Blackstone position peaked at $609K in Q3 2025.
  • 627 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.