Phoenix Financial’s Blackstone BX Stock Holding History

Phoenix Financial’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	$1.62M	Buy	+13,750	New	+$1.65M	0.01%	215
2023 Q1	–	Sell	-7,191	Closed	-$538K	–	299
2022 Q4	$538K	Sell	7,191 -1,400	-16%	-$121K	0.01%	214
2022 Q3	$733K	Sell	8,591 -3,270	-28%	-$317K	0.02%	225
2022 Q2	$1.07M	Sell	11,861 -4,280	-27%	-$462K	0.02%	214
2022 Q1	$2.06M	Sell	16,141 -8,139	-34%	-$993K	0.03%	192
2021 Q4	$3.13M	Sell	24,280 -411	-2%	-$54.8K	0.05%	154
2021 Q3	$2.93M	Sell	24,691 -1,894	-7%	-$220K	0.05%	177
2021 Q2	$2.63M	Buy	+26,585	New	+$2.36M	0.05%	195

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Phoenix Financial's BX Position: Q2 2026 in Review

Phoenix Financial opened a new position in Blackstone (BX) in Q2 2026: 13,750 shares worth $1.62M. The stake represents 0.01% of the portfolio and ranks #215 among its holdings. This is a return to the name: Phoenix Financial previously reported a position in BX as recently as Q4 2022.

Phoenix Financial first reported a position in BX in Q2 2021 and has held it in 8 quarters since. The position peaked at $3.13M in Q4 2021. 2,157 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Phoenix Financial held 13,750 shares of Blackstone worth $1.62M as of Q2 2026.
Blackstone was a new Phoenix Financial position in Q2 2026.
Blackstone made up 0.01% of Phoenix Financial's portfolio in Q2 2026, its #215 holding.
Phoenix Financial first reported a position in Blackstone in Q2 2021 and has held it in 8 quarters since.
Phoenix Financial's Blackstone position peaked at $3.13M in Q4 2021.
2,157 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.