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PFG Private Wealth Management’s Blackstone BX Stock Holding History

PFG Private Wealth Management’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 		$368K Buy
3,125
+328
+12% +$39.4K 0.16% 54
2026
Q1 		$322K Buy
2,797
+408
+17% +$53.1K 0.14% 54
2025
Q4 		$368K Buy
+2,389
New +$363K 0.16% 42
2025
Q3 		– Sell
-1,667
Closed -$249K – 122
2025
Q2 		$249K Buy
1,667
+100
+6% +$13.7K 0.13% 51
2025
Q1 		$219K Buy
1,567
+59
+4% +$9.58K 0.12% 53
2024
Q4 		$260K Sell
1,508
-10
-0.7% -$1.74K 0.15% 39
2024
Q3 		$232K Sell
1,518
-285
-16% -$39.5K 0.13% 48
2024
Q2 		$223K Sell
1,803
-22
-1% -$2.71K 0.14% 47
2024
Q1 		$240K Sell
1,825
-180
-9% -$22.5K 0.15% 41
2023
Q4 		$262K Buy
2,005
+1,687
+531% +$183K 0.18% 30
2023
Q3 		$34.1K Sell
318
-663
-68% -$69K 0.03% 120
2023
Q2 		$91.2K Buy
981
+4
+0.4% +$346 0.05% 117
2023
Q1 		$85.8K Buy
977
+224
+30% +$19.8K 0.05% 124
2022
Q4 		$56K Sell
753
-173
-19% -$14.9K 0.03% 137
2022
Q3 		$78K Sell
926
-31
-3% -$3K 0.05% 104
2022
Q2 		$87K Hold
957
– – 0.05% 118
2022
Q1 		$121K Buy
957
+935
+4,250% +$114K 0.06% 80
2021
Q4 		$3K Hold
22
– – ﹤0.01% 259
2021
Q3 		$3K Buy
+22
New +$2.55K ﹤0.01% 238

Other funds holding BX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

PFG Private Wealth Management's BX Position: Q2 2026 in Review

PFG Private Wealth Management increased its Blackstone (BX) stake by 12% in Q2 2026, buying an estimated $39.4K and bringing the position to 3,125 shares worth $368K. The position accounts for 0.16% of the portfolio, ranked #54.

PFG Private Wealth Management first reported a position in BX in Q3 2021 and has held it in 19 quarters since. The position peaked at $368K in Q4 2025. 647 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • PFG Private Wealth Management held 3,125 shares of Blackstone worth $368K as of Q2 2026.
  • PFG Private Wealth Management bought 328 Blackstone shares in Q2 2026, an estimated $39.4K.
  • Blackstone made up 0.16% of PFG Private Wealth Management's portfolio in Q2 2026, its #54 holding.
  • PFG Private Wealth Management first reported a position in Blackstone in Q3 2021 and has held it in 19 quarters since.
  • PFG Private Wealth Management's Blackstone position peaked at $368K in Q4 2025.
  • 647 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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