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Legacy Private Trust’s Blackstone BX Stock Holding History

Legacy Private Trust’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 		$266K Sell
2,260
-19
-0.8% -$2.28K 0.01% 240
2026
Q1 		$262K Sell
2,279
-100
-4% -$13K 0.02% 236
2025
Q4 		$367K Buy
2,379
+100
+4% +$15.2K 0.02% 218
2025
Q3 		$389K Hold
2,279
– – 0.02% 209
2025
Q2 		$341K Hold
2,279
– – 0.02% 208
2025
Q1 		$319K Hold
2,279
– – 0.02% 208
2024
Q4 		$393K Buy
2,279
+9
+0.4% +$1.57K 0.03% 197
2024
Q3 		$348K Buy
2,270
+40
+2% +$5.55K 0.02% 199
2024
Q2 		$276K Hold
2,230
– – 0.02% 207
2024
Q1 		$293K Hold
2,230
– – 0.02% 206
2023
Q4 		$292K Hold
2,230
– – 0.02% 200
2023
Q3 		$239K Hold
2,230
– – 0.02% 214
2023
Q2 		$207K Buy
+2,230
New +$193K 0.02% 222
2022
Q3 		– Sell
-2,330
Closed -$213K – 221
2022
Q2 		$213K Hold
2,330
– – 0.02% 214
2022
Q1 		$296K Buy
2,330
+100
+4% +$12.2K 0.02% 220
2021
Q4 		$289K Hold
2,230
– – 0.02% 219
2021
Q3 		$259K Hold
2,230
– – 0.02% 214
2021
Q2 		$217K Buy
+2,230
New +$198K 0.02% 220

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

Legacy Private Trust's BX Position: Q2 2026 in Review

Legacy Private Trust reduced its Blackstone (BX) stake by 0.83% in Q2 2026, selling an estimated $2.28K and leaving 2,260 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #240.

Legacy Private Trust first reported a position in BX in Q2 2021 and has held it in 18 quarters since. The position peaked at $393K in Q4 2024. 2,152 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Legacy Private Trust held 2,260 shares of Blackstone worth $266K as of Q2 2026.
  • Legacy Private Trust sold 19 Blackstone shares in Q2 2026, an estimated $2.28K.
  • Blackstone made up 0.01% of Legacy Private Trust's portfolio in Q2 2026, its #240 holding.
  • Legacy Private Trust first reported a position in Blackstone in Q2 2021 and has held it in 18 quarters since.
  • Legacy Private Trust's Blackstone position peaked at $393K in Q4 2024.
  • 2,152 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.