PlanVest Financial’s Blackstone BX Stock Holding History

PlanVest 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	$37.3K	Hold	317	–	–	0.02%	258
2026 Q1	$36.5K	Buy	+317	New	+$41.2K	0.03%	248

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

PlanVest Financial's BX Position: Q2 2026 in Review

PlanVest Financial held its Blackstone (BX) position steady in Q2 2026 at 317 shares worth $37.3K. The position accounts for 0.02% of the portfolio, ranked #258.

PlanVest Financial first reported a position in BX in Q1 2026 and has held it in 2 quarters since. 2,107 funds tracked by Wall St. Rank hold BX as of Q2 2026.

PlanVest Financial held 317 shares of Blackstone worth $37.3K as of Q2 2026.
PlanVest Financial left its Blackstone share count unchanged in Q2 2026.
Blackstone made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #258 holding.
PlanVest Financial first reported a position in Blackstone in Q1 2026 and has held it in 2 quarters since.
2,107 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.