Parcion Private Wealth’s Blackstone BX Stock Holding History

Parcion Private Wealth’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	$1.78M	Sell	15,128 -41	-0.3%	-$4.93K	0.1%	123
2026 Q1	$1.74M	Buy	15,169 +4,234	+39%	+$551K	0.11%	118
2025 Q4	$1.69M	Buy	10,935 +70	+0.6%	+$10.6K	0.1%	107
2025 Q3	$1.86M	Sell	10,865 -136	-1%	-$23.3K	0.12%	102
2025 Q2	$1.65M	Buy	11,001 +34	+0.3%	+$4.67K	0.12%	101
2025 Q1	$1.53M	Sell	10,967 -134	-1%	-$21.8K	0.13%	105
2024 Q4	$1.91M	Hold	11,101	–	–	0.15%	87
2024 Q3	$1.7M	Buy	11,101 +9,039	+438%	+$1.25M	0.14%	89
2024 Q2	$255K	Buy	2,062 +227	+12%	+$27.9K	0.02%	177
2024 Q1	$241K	Buy	+1,835	New	+$229K	0.02%	179
2022 Q2	–	Sell	-2,028	Closed	-$257K	–	212
2022 Q1	$257K	Hold	2,028	–	–	0.02%	175
2021 Q4	$235K	Hold	2,028	–	–	0.02%	176
2021 Q3	$250K	Buy	+2,028	New	+$235K	0.02%	179

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Parcion Private Wealth's BX Position: Q2 2026 in Review

Parcion Private Wealth reduced its Blackstone (BX) stake by 0.27% in Q2 2026, selling an estimated $4.93K and leaving 15,128 shares worth $1.78M. The position accounts for 0.1% of the portfolio, ranked #123.

Parcion Private Wealth first reported a position in BX in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.91M in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Parcion Private Wealth held 15,128 shares of Blackstone worth $1.78M as of Q2 2026.
Parcion Private Wealth sold 41 Blackstone shares in Q2 2026, an estimated $4.93K.
Blackstone made up 0.1% of Parcion Private Wealth's portfolio in Q2 2026, its #123 holding.
Parcion Private Wealth first reported a position in Blackstone in Q3 2021 and has held it in 13 quarters since.
Parcion Private Wealth's Blackstone position peaked at $1.91M in Q4 2024.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.