MG
BX icon

Mather Group’s Blackstone BX Stock Holding History

Mather Group’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 		$1.16M Buy
9,840
+232
+2% +$27.9K 0.01% 355
2026
Q1 		$1.1M Sell
9,608
-1,301
-12% -$169K 0.01% 311
2025
Q4 		$1.68M Buy
10,909
+700
+7% +$106K 0.02% 219
2025
Q3 		$1.74M Buy
10,209
+174
+2% +$29.8K 0.02% 214
2025
Q2 		$1.5M Sell
10,035
-218
-2% -$30K 0.02% 224
2025
Q1 		$1.43M Buy
10,253
+934
+10% +$152K 0.02% 210
2024
Q4 		$1.61M Buy
9,319
+140
+2% +$24.4K 0.02% 184
2024
Q3 		$1.41M Sell
9,179
-1,085
-11% -$151K 0.02% 202
2024
Q2 		$1.35M Buy
10,264
+3,151
+44% +$388K 0.02% 225
2024
Q1 		$931K Buy
7,113
+87
+1% +$10.9K 0.01% 233
2023
Q4 		$920K Buy
7,026
+4,993
+246% +$540K 0.01% 240
2023
Q3 		$218K Buy
+2,033
New +$212K ﹤0.01% 507
2023
Q2 		– Sell
-2,372
Closed -$208K – 624
2023
Q1 		$208K Buy
+2,372
New +$210K ﹤0.01% 484

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

Mather Group's BX Position: Q2 2026 in Review

Mather Group increased its Blackstone (BX) stake by 2.4% in Q2 2026, buying an estimated $27.9K and bringing the position to 9,840 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #355.

Mather Group first reported a position in BX in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.74M in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Mather Group held 9,840 shares of Blackstone worth $1.16M as of Q2 2026.
  • Mather Group bought 232 Blackstone shares in Q2 2026, an estimated $27.9K.
  • Blackstone made up 0.01% of Mather Group's portfolio in Q2 2026, its #355 holding.
  • Mather Group first reported a position in Blackstone in Q1 2023 and has held it in 13 quarters since.
  • Mather Group's Blackstone position peaked at $1.74M in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.