Roble Belko & Company’s Blackstone BX Stock Holding History

Roble Belko & Company’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	$38K	Sell	329 -4,900	-94%	-$638K	﹤0.01%	226
2025 Q4	$806K	Sell	5,229 -58	-1%	-$8.81K	0.11%	59
2025 Q3	$903K	Sell	5,287 -178	-3%	-$30.5K	0.12%	54
2025 Q2	$817K	Buy	5,465 +236	+5%	+$32.4K	0.12%	59
2025 Q1	$731K	Hold	5,229	–	–	0.12%	64
2024 Q4	$902K	Hold	5,229	–	–	0.14%	59
2024 Q3	$801K	Hold	5,229	–	–	0.13%	61
2024 Q2	$647K	Hold	5,229	–	–	0.11%	63
2024 Q1	$687K	Buy	5,229 +5,000	+2,183%	+$624K	0.12%	62
2023 Q4	$30K	Buy	+229	New	+$24.8K	0.01%	178
2022 Q2	–	Sell	-151	Closed	-$19K	–	324
2022 Q1	$19K	Buy	+151	New	+$18.4K	﹤0.01%	241
2017 Q2	–	Sell	-975	Closed	-$29K	–	305
2017 Q1	$29K	Hold	975	–	–	0.01%	112
2016 Q4	$26K	Sell	975 -1,400	-59%	-$36.3K	0.01%	127
2016 Q3	$61K	Hold	2,375	–	–	0.03%	102
2016 Q2	$58K	Buy	2,375 +1,400	+144%	+$37.2K	0.03%	104
2016 Q1	$27K	Buy	+975	New	+$25.8K	0.02%	121
2015 Q2	–	Sell	-191	Closed	-$7K	–	239
2015 Q1	$7K	Buy	+191	New	+$6.9K	﹤0.01%	168

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