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
Q2 		– Sell
-10,900
Closed -$1.25M – 6217
2026
Q1 		$1.25M Buy
+10,900
New +$1.42M ﹤0.01% 3968

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

LPL Financial's BX Position: Q2 2026 in Review

LPL Financial increased its Blackstone (BX) stake by 15% in Q2 2026, buying an estimated $27.2M and bringing the position to 1,695,516 shares worth $200M. The position accounts for 0.04% of the portfolio, ranked #387.

LPL Financial first reported a position in BX in Q2 2013 and has held it in 49 quarters since. The position peaked at $224M in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • LPL Financial held 1,695,516 shares of Blackstone worth $200M as of Q2 2026.
  • LPL Financial bought 226,436 Blackstone shares in Q2 2026, an estimated $27.2M.
  • Blackstone made up 0.04% of LPL Financial's portfolio in Q2 2026, its #387 holding.
  • LPL Financial first reported a position in Blackstone in Q2 2013 and has held it in 49 quarters since.
  • LPL Financial's Blackstone position peaked at $224M in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.