PK
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Pflug Koory’s Blackstone BX Stock Holding History

Pflug Koory’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
2025
Q2 		– Sell
-68
Closed -$9.51K – 411
2025
Q1 		$9.51K Hold
68
– – 0.01% 313
2024
Q4 		$11.7K Hold
68
– – 0.01% 312
2024
Q3 		$10.4K Buy
+68
New +$9.43K 0.01% 319
2021
Q1 		– Sell
-1,040
Closed -$67K – 499
2020
Q4 		$67K Hold
1,040
– – 0.04% 225
2020
Q3 		$54K Hold
1,040
– – 0.04% 223
2020
Q2 		$59K Sell
1,040
-1,400
-57% -$73.7K 0.04% 217
2020
Q1 		$111K Sell
2,440
-285
-10% -$15.8K 0.1% 171
2019
Q4 		$152K Hold
2,725
– – 0.11% 170
2019
Q3 		$133K Buy
+2,725
New +$133K 0.1% 170
2019
Q2 		– Sell
-2,725
Closed -$95K – 409
2019
Q1 		$95K Hold
2,725
– – 0.07% 186
2018
Q4 		$81K Sell
2,725
-75
-3% -$2.48K 0.07% 181
2018
Q3 		$107K Hold
2,800
– – 0.09% 174
2018
Q2 		$90K Sell
2,800
-1,350
-33% -$43K 0.07% 178
2018
Q1 		$133K Sell
4,150
-1,350
-25% -$46K 0.11% 161
2017
Q4 		$176K Buy
5,500
+75
+1% +$2.44K 0.14% 146
2017
Q3 		$181K Sell
5,425
-500
-8% -$16.5K 0.15% 145
2017
Q2 		$198K Hold
5,925
– – 0.17% 138
2017
Q1 		$176K Sell
5,925
-200
-3% -$6.02K 0.15% 141
2016
Q4 		$166 Buy
+6,125
New +$159K 0.14% 139

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return