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MBL Wealth’s Blackstone BX Stock Holding History

MBL Wealth’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 		$729K Sell
6,198
-638
-9% -$76.7K 0.05% 168
2026
Q1 		$786K Buy
6,836
+177
+3% +$23K 0.06% 141
2025
Q4 		$1.03M Buy
6,659
+5,222
+363% +$794K 0.08% 117
2025
Q3 		$246K Sell
1,437
-157
-10% -$26.9K 0.02% 224
2025
Q2 		$238K Buy
+1,594
New +$219K 0.02% 211

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

MBL Wealth's BX Position: Q2 2026 in Review

MBL Wealth reduced its Blackstone (BX) stake by 9.3% in Q2 2026, selling an estimated $76.7K and leaving 6,198 shares worth $729K. The position accounts for 0.05% of the portfolio, ranked #168.

MBL Wealth first reported a position in BX in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.03M in Q4 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • MBL Wealth held 6,198 shares of Blackstone worth $729K as of Q2 2026.
  • MBL Wealth sold 638 Blackstone shares in Q2 2026, an estimated $76.7K.
  • Blackstone made up 0.05% of MBL Wealth's portfolio in Q2 2026, its #168 holding.
  • MBL Wealth first reported a position in Blackstone in Q2 2025 and has held it in 5 quarters since.
  • MBL Wealth's Blackstone position peaked at $1.03M in Q4 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.