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Pine Valley Investments’s Blackstone BX Stock Holding History

Pine Valley 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 		$2.32M Buy
19,685
+9
+0% +$1.08K 0.09% 202
2026
Q1 		$2.26M Sell
19,676
-85
-0.4% -$11.1K 0.1% 193
2025
Q4 		$3.05M Sell
19,761
-844
-4% -$128K 0.14% 145
2025
Q3 		$3.52M Buy
20,605
+1,745
+9% +$299K 0.17% 135
2025
Q2 		$2.82M Sell
18,860
-2,786
-13% -$383K 0.16% 144
2025
Q1 		$3.03M Sell
21,646
-1,240
-5% -$201K 0.18% 135
2024
Q4 		$3.95M Sell
22,886
-30
-0.1% -$5.23K 0.24% 106
2024
Q3 		$3.51M Sell
22,916
-125
-0.5% -$17.3K 0.21% 115
2024
Q2 		$2.85M Sell
23,041
-123
-0.5% -$15.1K 0.19% 123
2024
Q1 		$3.04M Buy
23,164
+756
+3% +$94.4K 0.2% 111
2023
Q4 		$2.93M Sell
22,408
-326
-1% -$35.3K 0.21% 111
2023
Q3 		$2.44M Buy
22,734
+10,571
+87% +$1.1M 0.22% 108
2023
Q2 		$1.13M Buy
+12,163
New +$1.05M 0.11% 178

Other funds holding BX

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CCP
Cryder Capital Partners London, United Kingdom $1.59B AUM 0.23% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Pine Valley Investments's BX Position: Q2 2026 in Review

Pine Valley Investments increased its Blackstone (BX) stake by 0.05% in Q2 2026, buying an estimated $1.08K and bringing the position to 19,685 shares worth $2.32M. The position accounts for 0.09% of the portfolio, ranked #202.

Pine Valley Investments first reported a position in BX in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.95M in Q4 2024. 1,158 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Pine Valley Investments held 19,685 shares of Blackstone worth $2.32M as of Q2 2026.
  • Pine Valley Investments bought 9 Blackstone shares in Q2 2026, an estimated $1.08K.
  • Blackstone made up 0.09% of Pine Valley Investments's portfolio in Q2 2026, its #202 holding.
  • Pine Valley Investments first reported a position in Blackstone in Q2 2023 and has held it in 13 quarters since.
  • Pine Valley Investments's Blackstone position peaked at $3.95M in Q4 2024.
  • 1,158 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.