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Larson Financial Group’s Blackstone BX Stock Holding History

Larson Financial Group’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 		$2.03M Sell
17,250
-4,627
-21% -$556K 0.05% 254
2026
Q1 		$2.52M Buy
21,877
+4,717
+27% +$614K 0.08% 201
2025
Q4 		$2.64M Buy
17,160
+3,605
+27% +$548K 0.09% 193
2025
Q3 		$2.32M Buy
13,555
+545
+4% +$93.4K 0.08% 204
2025
Q2 		$1.95M Buy
13,010
+2,851
+28% +$392K 0.08% 215
2025
Q1 		$1.42M Buy
10,159
+714
+8% +$116K 0.07% 227
2024
Q4 		$1.63M Buy
9,445
+4,292
+83% +$748K 0.08% 194
2024
Q3 		$789K Buy
5,153
+1,759
+52% +$244K 0.04% 260
2024
Q2 		$420K Buy
3,394
+532
+19% +$65.5K 0.03% 302
2024
Q1 		$376K Sell
2,862
-1,222
-30% -$153K 0.03% 275
2023
Q4 		$535K Sell
4,084
-35
-0.8% -$3.79K 0.05% 209
2023
Q3 		$441K Buy
4,119
+1,540
+60% +$160K 0.04% 210
2023
Q2 		$240K Hold
2,579
– – 0.02% 292
2023
Q1 		$227K Hold
2,579
– – 0.02% 297
2022
Q4 		$191K Sell
2,579
-502
-16% -$43.4K 0.02% 308
2022
Q3 		$258K Buy
3,081
+3,033
+6,319% +$294K 0.04% 244
2022
Q2 		$4K Hold
48
– – ﹤0.01% 891
2022
Q1 		$6K Hold
48
– – ﹤0.01% 754
2021
Q4 		$6K Hold
48
– – ﹤0.01% 771
2021
Q3 		$6K Hold
48
– – ﹤0.01% 663
2021
Q2 		$5K Hold
48
– – ﹤0.01% 628
2021
Q1 		$4K Hold
48
– – ﹤0.01% 644
2020
Q4 		$3K Hold
48
– – ﹤0.01% 596
2020
Q3 		$3K Sell
48
-303
-86% -$16.2K ﹤0.01% 561
2020
Q2 		$20K Buy
+351
New +$18.5K 0.01% 280
2020
Q1 		– Sell
-58
Closed -$3K – 546
2019
Q4 		$3K Buy
+58
New +$3.01K ﹤0.01% 414

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 $3.37T AUM 44.26% 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

Larson Financial Group's BX Position: Q2 2026 in Review

Larson Financial Group reduced its Blackstone (BX) stake by 21% in Q2 2026, selling an estimated $556K and leaving 17,250 shares worth $2.03M. The position accounts for 0.05% of the portfolio, ranked #254.

Larson Financial Group first reported a position in BX in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.64M in Q4 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Larson Financial Group held 17,250 shares of Blackstone worth $2.03M as of Q2 2026.
  • Larson Financial Group sold 4,627 Blackstone shares in Q2 2026, an estimated $556K.
  • Blackstone made up 0.05% of Larson Financial Group's portfolio in Q2 2026, its #254 holding.
  • Larson Financial Group first reported a position in Blackstone in Q4 2019 and has held it in 26 quarters since.
  • Larson Financial Group's Blackstone position peaked at $2.64M in Q4 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.