LGT Financial Advisors’s Blackstone BX Stock Holding History

LGT Financial Advisors’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	$64.7K	Hold	550	–	–	0.34%	52
2026 Q1	$63.2K	Buy	+550	New	+$71.6K	0.32%	51

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LGT Financial Advisors's BX Position: Q2 2026 in Review

LGT Financial Advisors held its Blackstone (BX) position steady in Q2 2026 at 550 shares worth $64.7K. The position accounts for 0.34% of the portfolio, ranked #52.

LGT Financial Advisors first reported a position in BX in Q1 2026 and has held it in 2 quarters since. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

LGT Financial Advisors held 550 shares of Blackstone worth $64.7K as of Q2 2026.
LGT Financial Advisors left its Blackstone share count unchanged in Q2 2026.
Blackstone made up 0.34% of LGT Financial Advisors's portfolio in Q2 2026, its #52 holding.
LGT Financial Advisors first reported a position in Blackstone in Q1 2026 and has held it in 2 quarters since.
2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.