Moody National Bank Trust Division’s Blackstone BX Stock Holding History

Moody National Bank Trust Division’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	–	Sell	-2,864	Closed	-$329K	–	507
2026 Q1	$329K	Buy	2,864 +147	+5%	+$19.1K	0.03%	404
2025 Q4	$419K	Buy	2,717 +374	+16%	+$56.8K	0.04%	361
2025 Q3	$400K	Sell	2,343 -1,826	-44%	-$313K	0.03%	374
2025 Q2	$624K	Buy	4,169 +123	+3%	+$16.9K	0.06%	314
2025 Q1	$566K	Sell	4,046 -74	-2%	-$12K	0.06%	322
2024 Q4	$710K	Hold	4,120	–	–	0.07%	296
2024 Q3	$631K	Sell	4,120 -6,462	-61%	-$896K	0.07%	310
2024 Q2	$1.31M	Hold	10,582	–	–	0.1%	149
2024 Q1	$1.39M	Buy	10,582 +1,020	+11%	+$127K	0.11%	147
2023 Q4	$1.25M	Sell	9,562 -6,741	-41%	-$729K	0.1%	157
2023 Q3	$1.75M	Buy	16,303 +6,741	+70%	+$702K	0.11%	140
2023 Q2	$889K	Hold	9,562	–	–	0.06%	239
2023 Q1	$840K	Hold	9,562	–	–	0.07%	236
2022 Q4	$709K	Hold	9,562	–	–	0.06%	261
2022 Q3	$800K	Hold	9,562	–	–	0.08%	218
2022 Q2	$872K	Sell	9,562 -41,300	-81%	-$4.46M	0.09%	187
2022 Q1	$6.46M	Sell	50,862 -10,418	-17%	-$1.27M	0.2%	22
2021 Q4	$7.93M	Sell	61,280 -400	-0.6%	-$53.3K	0.24%	22
2021 Q3	$7.18M	Sell	61,680 -440	-0.7%	-$51.1K	0.11%	114
2021 Q2	$6.03M	Sell	62,120 -590	-0.9%	-$52.4K	0.12%	148
2021 Q1	$4.67M	Sell	62,710 -100	-0.2%	-$6.9K	0.11%	176
2020 Q4	$4.07M	Hold	62,810	–	–	0.1%	171
2020 Q3	$3.28M	Sell	62,810 -100	-0.2%	-$5.35K	0.1%	170
2020 Q2	$3.56M	Buy	62,910 +455	+0.7%	+$23.9K	0.11%	151
2020 Q1	$2.85M	Hold	62,455	–	–	0.1%	149
2019 Q4	$3.49M	Buy	+62,455	New	+$3.24M	0.09%	155
2019 Q3	–	Sell	-62,455	Closed	-$2.77M	–	358
2019 Q2	$2.77M	Hold	62,455	–	–	0.08%	172
2019 Q1	$2.18M	Sell	62,455 -700	-1%	-$23.4K	0.06%	191
2018 Q4	$1.88M	Hold	63,155	–	–	0.05%	186
2018 Q3	$2.4M	Buy	63,155 +52,855	+513%	+$1.91M	0.06%	182
2018 Q2	$332K	Hold	10,300	–	–	0.02%	210
2018 Q1	$329K	Hold	10,300	–	–	0.02%	206
2017 Q4	$330K	Hold	10,300	–	–	0.02%	214
2017 Q3	$344K	Sell	10,300 -5,000	-33%	-$165K	0.02%	199
2017 Q2	$510K	Hold	15,300	–	–	0.03%	169
2017 Q1	$455K	Hold	15,300	–	–	0.02%	185
2016 Q4	$413K	Hold	15,300	–	–	0.02%	182
2016 Q3	$390K	Hold	15,300	–	–	0.02%	189
2016 Q2	$375K	Hold	15,300	–	–	0.02%	193
2016 Q1	$429K	Hold	15,300	–	–	0.03%	170
2015 Q4	$447K	Sell	15,300 -291	-2%	-$9.28K	0.03%	154
2015 Q3	$484K	Hold	15,591	–	–	0.04%	140
2015 Q2	$625K	Hold	15,591	–	–	0.05%	122
2015 Q1	$595K	Hold	15,591	–	–	0.05%	129
2014 Q4	$518K	Hold	15,591	–	–	0.03%	162
2014 Q3	$482K	Hold	15,591	–	–	0.03%	165
2014 Q2	$512K	Hold	15,591	–	–	0.03%	162
2014 Q1	$509K	Sell	15,591 -305	-2%	-$9.73K	0.03%	159
2013 Q4	$491K	Buy	15,896 +1,222	+8%	+$33.3K	0.03%	157
2013 Q3	$358K	Hold	14,674	–	–	0.03%	183
2013 Q2	$303K	Buy	+14,674	New	+$305K	0.02%	190

Other funds holding BX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Moody National Bank Trust Division's BX Position: Q2 2026 in Review

Moody National Bank Trust Division sold out of Blackstone (BX) in Q2 2026, closing a stake of 2,864 shares — an estimated $329K sold.

Moody National Bank Trust Division first reported a position in BX in Q2 2013 and held it in 51 quarters. The position peaked at $7.93M in Q4 2021. 962 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Moody National Bank Trust Division reported no remaining Blackstone position as of Q2 2026 after selling out during the quarter.
Moody National Bank Trust Division sold 2,864 Blackstone shares in Q2 2026, an estimated $329K.
Moody National Bank Trust Division first reported a position in Blackstone in Q2 2013 and held it in 51 quarters.
Moody National Bank Trust Division's Blackstone position peaked at $7.93M in Q4 2021.
962 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.