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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
Q2 		$644K Buy
5,476
+18
+0.3% +$2.16K 0.41% 54
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
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

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

Mosaic Financial Group increased its Blackstone (BX) stake by 0.33% in Q2 2026, buying an estimated $2.16K and bringing the position to 5,476 shares worth $644K. The position accounts for 0.41% of the portfolio, ranked #54.

Mosaic Financial Group first reported a position in BX in Q1 2024 and has held it in 10 quarters since. The position peaked at $939K in Q4 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Mosaic Financial Group held 5,476 shares of Blackstone worth $644K as of Q2 2026.
  • Mosaic Financial Group bought 18 Blackstone shares in Q2 2026, an estimated $2.16K.
  • Blackstone made up 0.41% of Mosaic Financial Group's portfolio in Q2 2026, its #54 holding.
  • Mosaic Financial Group first reported a position in Blackstone in Q1 2024 and has held it in 10 quarters since.
  • Mosaic Financial Group's Blackstone position peaked at $939K in Q4 2024.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.