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OneAscent Financial Services’s Blackstone BX Stock Holding History

OneAscent Financial Services’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 		$2.35M Buy
19,960
+15,435
+341% +$1.85M 0.11% 122
2026
Q1 		$520K Buy
4,525
+666
+17% +$86.6K 0.03% 335
2025
Q4 		$595K Buy
3,859
+102
+3% +$15.5K 0.05% 226
2025
Q3 		$642K Sell
3,757
-221
-6% -$37.9K 0.04% 262
2025
Q2 		$596K Buy
3,978
+168
+4% +$23.1K 0.04% 273
2025
Q1 		$533K Buy
3,810
+758
+25% +$123K 0.03% 325
2024
Q4 		$526K Buy
3,052
+1,239
+68% +$216K 0.04% 248
2024
Q3 		$278K Sell
1,813
-212
-10% -$29.4K 0.2% 135
2024
Q2 		$251K Sell
2,025
-48
-2% -$5.91K 0.03% 208
2024
Q1 		$272K Sell
2,073
-72
-3% -$8.99K 0.03% 306
2023
Q4 		$281K Buy
2,145
+20
+0.9% +$2.16K 0.03% 281
2023
Q3 		$228K Sell
2,125
-64
-3% -$6.66K 0.06% 232
2023
Q2 		$204K Sell
2,189
-706
-24% -$61K 0.09% 114
2023
Q1 		$254K Sell
2,895
-210
-7% -$18.5K 0.1% 138
2022
Q4 		$230K Sell
3,105
-5,273
-63% -$455K 0.1% 156
2022
Q3 		$701K Buy
8,378
+375
+5% +$36.3K 0.28% 57
2022
Q2 		$730K Buy
+8,003
New +$864K 0.33% 48
2022
Q1 		– Sell
-1,610
Closed -$208K – 154
2021
Q4 		$208K Buy
+1,610
New +$215K 0.4% 117

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 $3.38T AUM 44.17% 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

OneAscent Financial Services's BX Position: Q2 2026 in Review

OneAscent Financial Services increased its Blackstone (BX) stake by 341% in Q2 2026, buying an estimated $1.85M and bringing the position to 19,960 shares worth $2.35M. The position accounts for 0.11% of the portfolio, ranked #122.

OneAscent Financial Services first reported a position in BX in Q4 2021 and has held it in 18 quarters since. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • OneAscent Financial Services held 19,960 shares of Blackstone worth $2.35M as of Q2 2026.
  • OneAscent Financial Services bought 15,435 Blackstone shares in Q2 2026, an estimated $1.85M.
  • Blackstone made up 0.11% of OneAscent Financial Services's portfolio in Q2 2026, its #122 holding.
  • OneAscent Financial Services first reported a position in Blackstone in Q4 2021 and has held it in 18 quarters since.
  • 2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.