Pinnacle Bancorp’s Blackstone BX Stock Holding History

Pinnacle Bancorp’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 Q1	$165K	Buy	1,435 +219	+18%	+$28.5K	0.05%	260
2025 Q4	$187K	Buy	1,216 +616	+103%	+$93.6K	0.05%	245
2025 Q3	$103K	Hold	600	–	–	0.03%	324
2025 Q2	$89.7K	Buy	600 +200	+50%	+$27.5K	0.03%	333
2025 Q1	$55.9K	Hold	400	–	–	0.02%	401
2024 Q4	$69K	Hold	400	–	–	0.02%	363
2024 Q3	$61.3K	Sell	400 -213	-35%	-$29.6K	0.02%	384
2024 Q2	$75.9K	Hold	613	–	–	0.02%	325
2024 Q1	$80.5K	Hold	613	–	–	0.02%	322
2023 Q4	$80.3K	Hold	613	–	–	0.03%	304
2023 Q3	$65.7K	Buy	613 +30	+5%	+$3.12K	0.02%	320
2023 Q2	$54.2K	Buy	583 +400	+219%	+$34.6K	0.02%	357
2023 Q1	$16.1K	Hold	183	–	–	0.01%	530
2022 Q4	$14K	Buy	183 +55	+43%	+$4.75K	0.01%	518
2022 Q3	$11K	Hold	128	–	–	﹤0.01%	534
2022 Q2	$12K	Hold	128	–	–	﹤0.01%	531
2022 Q1	$16K	Buy	+128	New	+$15.6K	0.01%	506

Other funds holding BX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return