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PFG Investments’s Blackstone BX Stock Holding History

PFG Investments’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 		$4.89M Buy
41,533
+15,924
+62% +$1.91M 0.19% 101
2026
Q1 		$2.94M Sell
25,609
-323
-1% -$42K 0.14% 136
2025
Q4 		$4M Sell
25,932
-125
-0.5% -$19K 0.19% 95
2025
Q3 		$4.45M Sell
26,057
-525
-2% -$89.9K 0.23% 81
2025
Q2 		$3.98M Sell
26,582
-146
-0.5% -$20.1K 0.23% 79
2025
Q1 		$3.74M Buy
26,728
+320
+1% +$51.9K 0.24% 82
2024
Q4 		$4.55M Sell
26,408
-111
-0.4% -$19.3K 0.28% 69
2024
Q3 		$4.06M Buy
26,519
+102
+0.4% +$14.2K 0.26% 69
2024
Q2 		$3.27M Buy
26,417
+6,861
+35% +$844K 0.23% 81
2024
Q1 		$2.57M Buy
19,556
+9,625
+97% +$1.2M 0.16% 140
2023
Q4 		$1.3M Buy
9,931
+1,364
+16% +$148K 0.24% 100
2023
Q3 		$918K Buy
8,567
+3,616
+73% +$377K 0.17% 130
2023
Q2 		$460K Buy
4,951
+1,111
+29% +$96K 0.08% 262
2023
Q1 		$337K Buy
+3,840
New +$339K 0.07% 319

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

PFG Investments's BX Position: Q2 2026 in Review

PFG Investments increased its Blackstone (BX) stake by 62% in Q2 2026, buying an estimated $1.91M and bringing the position to 41,533 shares worth $4.89M. The position accounts for 0.19% of the portfolio, ranked #101.

PFG Investments first reported a position in BX in Q1 2023 and has held it in 14 quarters since. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • PFG Investments held 41,533 shares of Blackstone worth $4.89M as of Q2 2026.
  • PFG Investments bought 15,924 Blackstone shares in Q2 2026, an estimated $1.91M.
  • Blackstone made up 0.19% of PFG Investments's portfolio in Q2 2026, its #101 holding.
  • PFG Investments first reported a position in Blackstone in Q1 2023 and has held it in 14 quarters since.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.