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Patriot Financial Group Insurance Agency’s Blackstone BX Stock Holding History

Patriot Financial Group Insurance Agency’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 		$419K Sell
3,563
-3,009
-46% -$362K 0.04% 337
2026
Q1 		$756K Buy
6,572
+3,667
+126% +$477K 0.04% 352
2025
Q4 		$448K Sell
2,905
-81
-3% -$12.3K 0.05% 312
2025
Q3 		$510K Buy
2,986
+7
+0.2% +$1.2K 0.07% 281
2025
Q2 		$446K Sell
2,979
-50
-2% -$6.87K 0.05% 333
2025
Q1 		$423K Buy
3,029
+112
+4% +$18.2K 0.06% 323
2024
Q4 		$503K Buy
2,917
+14
+0.5% +$2.44K 0.07% 285
2024
Q3 		$445K Sell
2,903
-345
-11% -$47.9K 0.06% 310
2024
Q2 		$402K Buy
3,248
+30
+0.9% +$3.69K 0.06% 307
2024
Q1 		$423K Buy
3,218
+16
+0.5% +$2K 0.07% 296
2023
Q4 		$419K Sell
3,202
-572
-15% -$61.9K 0.08% 272
2023
Q3 		$404K Sell
3,774
-246
-6% -$25.6K 0.08% 279
2023
Q2 		$374K Buy
4,020
+25
+0.6% +$2.16K 0.07% 294
2023
Q1 		$351K Sell
3,995
-330
-8% -$29.1K 0.07% 298
2022
Q4 		$321K Buy
4,325
+970
+29% +$83.8K 0.04% 301
2022
Q3 		$281K Buy
3,355
+2,002
+148% +$194K 0.07% 311
2022
Q2 		$123K Sell
1,353
-927
-41% -$100K 0.03% 493
2022
Q1 		$289K Sell
2,280
-183
-7% -$22.3K 0.05% 332
2021
Q4 		$319K Buy
2,463
+243
+11% +$32.4K 0.05% 333
2021
Q3 		$258K Buy
2,220
+11
+0.5% +$1.28K 0.05% 384
2021
Q2 		$215K Sell
2,209
-243
-10% -$21.6K 0.04% 415
2021
Q1 		$183K Sell
2,452
-4,021
-62% -$278K 0.04% 407
2020
Q4 		$420K Buy
6,473
+654
+11% +$38.1K 0.11% 205
2020
Q3 		$304K Buy
5,819
+222
+4% +$11.9K 0.1% 198
2020
Q2 		$317K Buy
5,597
+2
+0% +$105 0.12% 168
2020
Q1 		$255K Buy
5,595
+776
+16% +$42.9K 0.12% 182
2019
Q4 		$270K Sell
4,819
-597
-11% -$31K 0.1% 181
2019
Q3 		$265K Buy
5,416
+83
+2% +$4.05K 0.12% 161
2019
Q2 		$252K Buy
5,333
+3
+0.1% +$120 0.11% 163
2019
Q1 		$186K Buy
5,330
+4,930
+1,233% +$165K 0.1% 177
2018
Q4 		$12K Hold
400
– – 0.01% 572
2018
Q3 		$15K Buy
400
+296
+285% +$10.7K 0.01% 540
2018
Q2 		$3K Sell
104
-6,656
-98% -$212K ﹤0.01% 517
2018
Q1 		$213K Buy
6,760
+1,060
+19% +$36.1K 0.16% 129
2017
Q4 		$190K Sell
5,700
-1,045
-15% -$34K 0.14% 129
2017
Q3 		$224K Sell
6,745
-240
-3% -$7.9K 0.2% 99
2017
Q2 		$233K Hold
6,985
– – 0.24% 82
2017
Q1 		$206K Buy
6,985
+200
+3% +$6.02K 0.22% 85
2016
Q4 		$201K Buy
+6,785
New +$176K 0.27% 73

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CCP
Cryder Capital Partners London, United Kingdom $1.59B AUM 0.23% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BX Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Blackstone (BX) stake by 46% in Q2 2026, selling an estimated $362K and leaving 3,563 shares worth $419K. The position accounts for 0.04% of the portfolio, ranked #337.

Patriot Financial Group Insurance Agency first reported a position in BX in Q4 2016 and has held it in 39 quarters since. The position peaked at $756K in Q1 2026. 1,318 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 3,563 shares of Blackstone worth $419K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 3,009 Blackstone shares in Q2 2026, an estimated $362K.
  • Blackstone made up 0.04% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #337 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Blackstone in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Blackstone position peaked at $756K in Q1 2026.
  • 1,318 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.