Mosaic Financial Group’s Blackstone BX Stock Holding History

Mosaic 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 Q1	$628K	Buy	5,458 +24	+0.4%	+$3.12K	0.45%	49
2025 Q4	$838K	Buy	5,434 +12	+0.2%	+$1.82K	0.57%	42
2025 Q3	$926K	Buy	5,422 +8	+0.1%	+$1.37K	0.66%	38
2025 Q2	$810K	Buy	5,414 +8	+0.1%	+$1.1K	0.62%	40
2025 Q1	$756K	Sell	5,406 -42	-0.8%	-$6.82K	0.61%	44
2024 Q4	$939K	Sell	5,448 -433	-7%	-$75.4K	0.67%	37
2024 Q3	$901K	Buy	5,881 +4,197	+249%	+$582K	0.64%	41
2024 Q2	$208K	Buy	1,684 +9	+0.5%	+$1.11K	0.15%	113
2024 Q1	$220K	Buy	+1,675	New	+$209K	0.18%	113

Other funds holding BX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mosaic Financial Group's BX Position: Q1 2026 in Review

Mosaic Financial Group increased its Blackstone (BX) stake by 0.44% in Q1 2026, buying an estimated $3.12K and bringing the position to 5,458 shares worth $628K. The position accounts for 0.45% of the portfolio, ranked #49.

Mosaic Financial Group first reported a position in BX in Q1 2024 and has held it in 9 quarters since. The position peaked at $939K in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Mosaic Financial Group held 5,458 shares of Blackstone worth $628K as of Q1 2026.
Mosaic Financial Group bought 24 Blackstone shares in Q1 2026, an estimated $3.12K.
Blackstone made up 0.45% of Mosaic Financial Group's portfolio in Q1 2026, its #49 holding.
Mosaic Financial Group first reported a position in Blackstone in Q1 2024 and has held it in 9 quarters since.
Mosaic Financial Group's Blackstone position peaked at $939K in Q4 2024.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.