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Regatta Capital Group’s Blackstone BX Stock Holding History

Regatta Capital Group’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 		$565K Buy
4,801
+142
+3% +$17.1K 0.08% 135
2026
Q1 		$536K Buy
4,659
+253
+6% +$32.9K 0.08% 134
2025
Q4 		$679K Sell
4,406
-50
-1% -$7.6K 0.1% 119
2025
Q3 		$761K Sell
4,456
-90
-2% -$15.4K 0.12% 110
2025
Q2 		$680K Buy
4,546
+350
+8% +$48.1K 0.12% 113
2025
Q1 		$587K Hold
4,196
– – 0.11% 111
2024
Q4 		$724K Buy
4,196
+160
+4% +$27.9K 0.14% 96
2024
Q3 		$618K Buy
4,036
+35
+0.9% +$4.86K 0.12% 106
2024
Q2 		$495K Buy
4,001
+26
+0.7% +$3.2K 0.11% 115
2024
Q1 		$522K Hold
3,975
– – 0.12% 114
2023
Q4 		$520K Sell
3,975
-441
-10% -$47.7K 0.14% 102
2023
Q3 		$473K Sell
4,416
-280
-6% -$29.2K 0.15% 101
2023
Q2 		$437K Buy
4,696
+136
+3% +$11.7K 0.14% 114
2023
Q1 		$338K Hold
4,560
– – 0.12% 131
2022
Q4 		$338K Buy
4,560
+301
+7% +$26K 0.12% 131
2022
Q3 		$389K Hold
4,259
– – 0.16% 107
2022
Q2 		$389K Sell
4,259
-40
-0.9% -$4.32K 0.19% 100
2022
Q1 		$546K Hold
4,299
– – 0.19% 98
2021
Q4 		$556K Buy
+4,299
New +$573K 0.19% 92

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

Regatta Capital Group's BX Position: Q2 2026 in Review

Regatta Capital Group increased its Blackstone (BX) stake by 3% in Q2 2026, buying an estimated $17.1K and bringing the position to 4,801 shares worth $565K. The position accounts for 0.08% of the portfolio, ranked #135.

Regatta Capital Group first reported a position in BX in Q4 2021 and has held it in 19 quarters since. The position peaked at $761K in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Regatta Capital Group held 4,801 shares of Blackstone worth $565K as of Q2 2026.
  • Regatta Capital Group bought 142 Blackstone shares in Q2 2026, an estimated $17.1K.
  • Blackstone made up 0.08% of Regatta Capital Group's portfolio in Q2 2026, its #135 holding.
  • Regatta Capital Group first reported a position in Blackstone in Q4 2021 and has held it in 19 quarters since.
  • Regatta Capital Group's Blackstone position peaked at $761K in Q3 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.