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Personal CFO Solutions’s Blackstone BX Stock Holding History

Personal CFO Solutions’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 		$466K Buy
3,960
+597
+18% +$71.7K 0.07% 269
2026
Q1 		$387K Sell
3,363
-958
-22% -$125K 0.05% 306
2025
Q4 		$666K Sell
4,321
-56
-1% -$8.51K 0.11% 185
2025
Q3 		$748K Sell
4,377
-446
-9% -$76.4K 0.13% 162
2025
Q2 		$721K Buy
4,823
+184
+4% +$25.3K 0.13% 165
2025
Q1 		$648K Buy
4,639
+165
+4% +$26.8K 0.13% 172
2024
Q4 		$771K Buy
4,474
+845
+23% +$147K 0.15% 137
2024
Q3 		$556K Buy
3,629
+152
+4% +$21.1K 0.08% 241
2024
Q2 		$431K Buy
3,477
+529
+18% +$65.1K 0.07% 283
2024
Q1 		$387K Buy
2,948
+378
+15% +$47.2K 0.06% 321
2023
Q4 		$336K Buy
2,570
+65
+3% +$7.03K 0.06% 341
2023
Q3 		$268K Sell
2,505
-134
-5% -$14K 0.05% 347
2023
Q2 		$245K Buy
2,639
+152
+6% +$13.1K 0.05% 387
2023
Q1 		$218K Buy
+2,487
New +$220K 0.05% 425
2022
Q2 		– Sell
-2,086
Closed -$265K – 443
2022
Q1 		$265K Buy
+2,086
New +$254K 0.05% 368

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 $3.37T AUM 44.26% 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

Personal CFO Solutions's BX Position: Q2 2026 in Review

Personal CFO Solutions increased its Blackstone (BX) stake by 18% in Q2 2026, buying an estimated $71.7K and bringing the position to 3,960 shares worth $466K. The position accounts for 0.07% of the portfolio, ranked #269.

Personal CFO Solutions first reported a position in BX in Q1 2022 and has held it in 15 quarters since. The position peaked at $771K in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Personal CFO Solutions held 3,960 shares of Blackstone worth $466K as of Q2 2026.
  • Personal CFO Solutions bought 597 Blackstone shares in Q2 2026, an estimated $71.7K.
  • Blackstone made up 0.07% of Personal CFO Solutions's portfolio in Q2 2026, its #269 holding.
  • Personal CFO Solutions first reported a position in Blackstone in Q1 2022 and has held it in 15 quarters since.
  • Personal CFO Solutions's Blackstone position peaked at $771K in Q4 2024.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.