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 Q3	$1.06M	Sell	9,452 -388	-4%	-$50.8K	0.01%	362
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

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mather Group's BX Position: Q3 2026 in Review

Mather Group reduced its Blackstone (BX) stake by 3.9% in Q3 2026, selling an estimated $50.8K and leaving 9,452 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #362.

Mather Group first reported a position in BX in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.74M in Q3 2025. 563 funds tracked by Wall St. Rank hold BX as of Q3 2026.

Mather Group held 9,452 shares of Blackstone worth $1.06M as of Q3 2026.
Mather Group sold 388 Blackstone shares in Q3 2026, an estimated $50.8K.
Blackstone made up 0.01% of Mather Group's portfolio in Q3 2026, its #362 holding.
Mather Group first reported a position in Blackstone in Q1 2023 and has held it in 14 quarters since.
Mather Group's Blackstone position peaked at $1.74M in Q3 2025.
563 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.