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Merit Financial Group’s Blackstone BX Stock Holding History

Merit Financial 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 		$6.65M Buy
56,500
+487
+0.9% +$58.5K 0.04% 351
2026
Q1 		$6.44M Buy
56,013
+479
+0.9% +$62.3K 0.05% 331
2025
Q4 		$8.56M Buy
55,534
+11,422
+26% +$1.74M 0.07% 230
2025
Q3 		$7.54M Sell
44,112
-4,686
-10% -$803K 0.07% 213
2025
Q2 		$7.3M Buy
48,798
+11,461
+31% +$1.57M 0.08% 191
2025
Q1 		$5.22M Buy
37,337
+4,285
+13% +$696K 0.08% 214
2024
Q4 		$5.7M Buy
33,052
+20,188
+157% +$3.52M 0.1% 167
2024
Q3 		$1.97M Buy
12,864
+2,634
+26% +$365K 0.04% 275
2024
Q2 		$1.27M Buy
10,230
+1,199
+13% +$148K 0.03% 358
2024
Q1 		$1.07M Buy
9,031
+1,339
+17% +$167K 0.03% 389
2023
Q4 		$1.01M Buy
7,692
+892
+13% +$96.5K 0.03% 315
2023
Q3 		$729K Buy
6,800
+1,170
+21% +$122K 0.02% 379
2023
Q2 		$523K Sell
5,630
-4,572
-45% -$395K 0.02% 458
2023
Q1 		$896K Sell
10,202
-3,968
-28% -$350K 0.03% 301
2022
Q4 		$1.05M Buy
14,170
+7,862
+125% +$679K 0.04% 290
2022
Q3 		$528K Buy
6,308
+1,013
+19% +$98.1K 0.02% 349
2022
Q2 		$483K Buy
5,295
+2,832
+115% +$306K 0.01% 367
2022
Q1 		$313K Buy
+2,463
New +$300K 0.02% 299

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

Merit Financial Group's BX Position: Q2 2026 in Review

Merit Financial Group increased its Blackstone (BX) stake by 0.87% in Q2 2026, buying an estimated $58.5K and bringing the position to 56,500 shares worth $6.65M. The position accounts for 0.04% of the portfolio, ranked #351.

Merit Financial Group first reported a position in BX in Q1 2022 and has held it in 18 quarters since. The position peaked at $8.56M in Q4 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Merit Financial Group held 56,500 shares of Blackstone worth $6.65M as of Q2 2026.
  • Merit Financial Group bought 487 Blackstone shares in Q2 2026, an estimated $58.5K.
  • Blackstone made up 0.04% of Merit Financial Group's portfolio in Q2 2026, its #351 holding.
  • Merit Financial Group first reported a position in Blackstone in Q1 2022 and has held it in 18 quarters since.
  • Merit Financial Group's Blackstone position peaked at $8.56M in Q4 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.