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LifeSteps Financial’s Blackstone BX Stock Holding History

LifeSteps 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 		$70.1K Buy
+596
New +$71.6K 0.03% 184
2024
Q2 		– Sell
-487
Closed -$64K – 127
2024
Q1 		$64K Buy
+487
New +$60.8K 0.05% 135
2020
Q1 		– Sell
-3,713
Closed -$208K – 79
2019
Q4 		$208K Buy
+3,713
New +$193K 0.2% 91

Other funds holding BX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
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
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 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

LifeSteps Financial's BX Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Blackstone (BX) in Q2 2026: 596 shares worth $70.1K. The stake represents 0.03% of the portfolio and ranks #184 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in BX as recently as Q1 2024.

LifeSteps Financial first reported a position in BX in Q4 2019 and has held it in 3 quarters since. The position peaked at $208K in Q4 2019. 490 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • LifeSteps Financial held 596 shares of Blackstone worth $70.1K as of Q2 2026.
  • Blackstone was a new LifeSteps Financial position in Q2 2026.
  • Blackstone made up 0.03% of LifeSteps Financial's portfolio in Q2 2026, its #184 holding.
  • LifeSteps Financial first reported a position in Blackstone in Q4 2019 and has held it in 3 quarters since.
  • LifeSteps Financial's Blackstone position peaked at $208K in Q4 2019.
  • 490 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.