Optimist Retirement Group’s Blackstone BX Stock Holding History

Optimist Retirement 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 Q3	$1.73M	Buy	+15,427	New	+$2.02M	0.7%	41

Other funds holding BX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Optimist Retirement Group's BX Position: Q3 2026 in Review

Optimist Retirement Group opened a new position in Blackstone (BX) in Q3 2026: 15,427 shares worth $1.73M. The stake represents 0.7% of the portfolio and ranks #41 among its holdings.

883 funds tracked by Wall St. Rank hold BX as of Q3 2026.

Optimist Retirement Group held 15,427 shares of Blackstone worth $1.73M as of Q3 2026.
Blackstone was a new Optimist Retirement Group position in Q3 2026.
Blackstone made up 0.7% of Optimist Retirement Group's portfolio in Q3 2026, its #41 holding.
883 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Optimist Retirement Group's 13F filing for Q3 2026, filed 30 Oct 2026.