Oakworth Capital’s Blackstone BX Stock Holding History

Oakworth Capital’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	$69.9K	Hold	594	–	–	﹤0.01%	406
2026 Q1	$68.3K	Buy	594 +500	+532%	+$65.1K	﹤0.01%	408
2025 Q4	$14.5K	Hold	94	–	–	﹤0.01%	615
2025 Q3	$16.1K	Hold	94	–	–	﹤0.01%	584
2025 Q2	$14.1K	Hold	94	–	–	﹤0.01%	475
2025 Q1	$13.1K	Sell	94 -1,770	-95%	-$287K	﹤0.01%	493
2024 Q4	$321K	Hold	1,864	–	–	0.02%	158
2024 Q3	$285K	Buy	1,864 +94	+5%	+$13K	0.02%	172
2024 Q2	$219K	Hold	1,770	–	–	0.02%	190
2024 Q1	$233K	Hold	1,770	–	–	0.02%	181
2023 Q4	$232K	Hold	1,770	–	–	0.02%	177
2023 Q3	$190K	Hold	1,770	–	–	0.02%	171
2023 Q2	$165K	Hold	1,770	–	–	0.01%	192
2023 Q1	$155K	Hold	1,770	–	–	0.01%	193
2022 Q4	$131K	Hold	1,770	–	–	0.01%	197
2022 Q3	$148K	Hold	1,770	–	–	0.02%	185
2022 Q2	$161K	Sell	1,770 -630	-26%	-$68K	0.02%	184
2022 Q1	$305K	Hold	2,400	–	–	0.03%	143
2021 Q4	$311K	Hold	2,400	–	–	0.03%	146
2021 Q3	$279K	Hold	2,400	–	–	0.03%	146
2021 Q2	$233K	Sell	2,400 -34	-1%	-$3.02K	0.02%	163
2021 Q1	$181K	Sell	2,434 -140	-5%	-$9.66K	0.02%	176
2020 Q4	$167K	Hold	2,574	–	–	0.02%	174
2020 Q3	$134K	Buy	2,574 +140	+6%	+$7.49K	0.02%	178
2020 Q2	$138K	Hold	2,434	–	–	0.02%	172
2020 Q1	$111K	Hold	2,434	–	–	0.03%	178
2019 Q4	$138K	Hold	2,434	–	–	0.02%	184
2019 Q3	$119K	Hold	2,434	–	–	0.02%	196
2019 Q2	$108K	Hold	2,434	–	–	0.02%	226
2019 Q1	$85K	Sell	2,434 -515	-17%	-$17.2K	0.02%	247
2018 Q4	$88K	Buy	2,949 +2,400	+437%	+$79.3K	0.02%	233
2018 Q3	$21K	Hold	549	–	–	﹤0.01%	390
2018 Q2	$18K	Hold	549	–	–	﹤0.01%	406
2018 Q1	$17K	Hold	549	–	–	﹤0.01%	387
2017 Q4	$17K	Sell	549 -200	-27%	-$6.51K	﹤0.01%	401
2017 Q3	$25K	Hold	749	–	–	0.01%	376
2017 Q2	$25K	Hold	749	–	–	0.01%	369
2017 Q1	$22K	Hold	749	–	–	0.01%	384
2016 Q4	$19K	Hold	749	–	–	0.01%	390
2016 Q3	$19K	Buy	749 +34	+5%	+$897	0.01%	376
2016 Q2	$19K	Buy	715 +200	+39%	+$5.32K	0.01%	364
2016 Q1	$14K	Hold	515	–	–	0.01%	340
2015 Q4	$15K	Buy	+515	New	+$16.4K	0.01%	317

Other funds holding BX

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Oakworth Capital's BX Position: Q2 2026 in Review

Oakworth Capital held its Blackstone (BX) position steady in Q2 2026 at 594 shares worth $69.9K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Oakworth Capital first reported a position in BX in Q4 2015 and has held it in 43 quarters since. The position peaked at $321K in Q4 2024. 651 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Oakworth Capital held 594 shares of Blackstone worth $69.9K as of Q2 2026.
Oakworth Capital left its Blackstone share count unchanged in Q2 2026.
Blackstone made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #406 holding.
Oakworth Capital first reported a position in Blackstone in Q4 2015 and has held it in 43 quarters since.
Oakworth Capital's Blackstone position peaked at $321K in Q4 2024.
651 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.