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Principal Securities’s Blackstone BX Stock Holding History

Principal Securities’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 		$2.58M Buy
21,918
+3,159
+17% +$380K 0.03% 459
2026
Q1 		$2.16M Sell
18,759
-3,982
-18% -$518K 0.03% 466
2025
Q4 		$3.51M Buy
22,741
+800
+4% +$122K 0.05% 316
2025
Q3 		$3.75M Buy
21,941
+1,155
+6% +$198K 0.06% 288
2025
Q2 		$3.11M Buy
20,786
+2,194
+12% +$301K 0.06% 300
2025
Q1 		$3.21M Buy
18,592
+556
+3% +$90.2K 0.07% 259
2024
Q4 		$3.11M Buy
18,036
+1,171
+7% +$204K 0.07% 263
2024
Q3 		$2.58M Sell
16,865
-927
-5% -$129K 0.06% 275
2024
Q2 		$2.2M Buy
17,792
+3,196
+22% +$393K 0.06% 280
2024
Q1 		$1.92M Sell
14,596
-1,367
-9% -$171K 0.06% 282
2023
Q4 		$2.09M Buy
+15,963
New +$1.73M 0.08% 241

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Principal Securities's BX Position: Q2 2026 in Review

Principal Securities increased its Blackstone (BX) stake by 17% in Q2 2026, buying an estimated $380K and bringing the position to 21,918 shares worth $2.58M. The position accounts for 0.03% of the portfolio, ranked #459.

Principal Securities first reported a position in BX in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.75M in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Principal Securities held 21,918 shares of Blackstone worth $2.58M as of Q2 2026.
  • Principal Securities bought 3,159 Blackstone shares in Q2 2026, an estimated $380K.
  • Blackstone made up 0.03% of Principal Securities's portfolio in Q2 2026, its #459 holding.
  • Principal Securities first reported a position in Blackstone in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Blackstone position peaked at $3.75M in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.