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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
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 $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

Mather Group's BX Position: Q1 2026 in Review

Mather Group reduced its Blackstone (BX) stake by 12% in Q1 2026, selling an estimated $169K and leaving 9,608 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #311.

Mather Group first reported a position in BX in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.74M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Mather Group held 9,608 shares of Blackstone worth $1.1M as of Q1 2026.
  • Mather Group sold 1,301 Blackstone shares in Q1 2026, an estimated $169K.
  • Blackstone made up 0.01% of Mather Group's portfolio in Q1 2026, its #311 holding.
  • Mather Group first reported a position in Blackstone in Q1 2023 and has held it in 12 quarters since.
  • Mather Group's Blackstone position peaked at $1.74M in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.