LPL Financial
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LPL Financial’s Blackstone BX Stock Holding History

LPL 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
Q1 		$1.25M Buy
+10,900
New +$1.42M ﹤0.01% 3968

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial's BX Position: Q1 2026 in Review

LPL Financial increased its Blackstone (BX) stake by 13% in Q1 2026, buying an estimated $22M and bringing the position to 1,469,080 shares worth $169M. The position accounts for 0.04% of the portfolio, ranked #389.

LPL Financial first reported a position in BX in Q2 2013 and has held it in 48 quarters since. The position peaked at $224M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • LPL Financial held 1,469,080 shares of Blackstone worth $169M as of Q1 2026.
  • LPL Financial bought 169,089 Blackstone shares in Q1 2026, an estimated $22M.
  • Blackstone made up 0.04% of LPL Financial's portfolio in Q1 2026, its #389 holding.
  • LPL Financial first reported a position in Blackstone in Q2 2013 and has held it in 48 quarters since.
  • LPL Financial's Blackstone position peaked at $224M in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.