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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 		$235K Buy
+2,000
New +$240K ﹤0.01% 1994

Other funds holding BX

CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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. 456 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.
  • 456 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.