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Newbridge Financial Services Group’s Blackstone BX Stock Holding History

Newbridge Financial Services 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 		$268K Sell
2,274
-268
-11% -$32.2K 0.03% 210
2026
Q1 		$292K Buy
2,542
+212
+9% +$27.6K 0.05% 180
2025
Q4 		$359K Buy
2,330
+29
+1% +$4.41K 0.06% 167
2025
Q3 		$393K Sell
2,301
-343
-13% -$58.8K 0.06% 217
2025
Q2 		$396K Buy
2,644
+196
+8% +$26.9K 0.06% 204
2025
Q1 		$342K Sell
2,448
-275
-10% -$44.6K 0.08% 146
2024
Q4 		$469K Buy
2,723
+65
+2% +$11.3K 0.12% 124
2024
Q3 		$407K Sell
2,658
-173
-6% -$24K 0.14% 105
2024
Q2 		$350K Sell
2,831
-588
-17% -$72.4K 0.13% 123
2024
Q1 		$449K Sell
3,419
-2,219
-39% -$277K 0.2% 108
2023
Q4 		$738K Sell
5,638
-288
-5% -$31.2K 0.36% 60
2023
Q3 		$635K Sell
5,926
-424
-7% -$44.2K 0.32% 63
2023
Q2 		$590K Sell
6,350
-657
-9% -$56.8K 0.29% 72
2023
Q1 		$616K Sell
7,007
-112
-2% -$9.89K 0.33% 68
2022
Q4 		$528K Sell
7,119
-2,422
-25% -$209K 0.3% 80
2022
Q3 		$799K Buy
9,541
+2,638
+38% +$255K 0.47% 38
2022
Q2 		$630K Sell
6,903
-195
-3% -$21.1K 0.39% 54
2022
Q1 		$901K Sell
7,098
-50
-0.7% -$6.1K 0.44% 42
2021
Q4 		$925K Sell
7,148
-2,839
-28% -$379K 0.44% 39
2021
Q3 		$1.16M Buy
9,987
+3,881
+64% +$450K 0.73% 21
2021
Q2 		$593K Buy
6,106
+1,869
+44% +$166K 0.36% 58
2021
Q1 		$316K Buy
4,237
+1,094
+35% +$75.5K 0.23% 107
2020
Q4 		$204K Sell
3,143
-778
-20% -$45.3K 0.17% 134
2020
Q3 		$205K Buy
+3,921
New +$210K 0.2% 110

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

Newbridge Financial Services Group's BX Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its Blackstone (BX) stake by 11% in Q2 2026, selling an estimated $32.2K and leaving 2,274 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #210.

Newbridge Financial Services Group first reported a position in BX in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.16M in Q3 2021. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Newbridge Financial Services Group held 2,274 shares of Blackstone worth $268K as of Q2 2026.
  • Newbridge Financial Services Group sold 268 Blackstone shares in Q2 2026, an estimated $32.2K.
  • Blackstone made up 0.03% of Newbridge Financial Services Group's portfolio in Q2 2026, its #210 holding.
  • Newbridge Financial Services Group first reported a position in Blackstone in Q3 2020 and has held it in 24 quarters since.
  • Newbridge Financial Services Group's Blackstone position peaked at $1.16M in Q3 2021.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.