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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
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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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
VPM
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