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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
Q2 		$39K Hold
329
– – ﹤0.01% 227
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
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

Roble Belko & Company's BX Position: Q2 2026 in Review

Roble Belko & Company held its Blackstone (BX) position steady in Q2 2026 at 329 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #227.

Roble Belko & Company first reported a position in BX in Q1 2015 and has held it in 18 quarters since. The position peaked at $903K in Q3 2025. 2,152 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Roble Belko & Company held 329 shares of Blackstone worth $39K as of Q2 2026.
  • Roble Belko & Company left its Blackstone share count unchanged in Q2 2026.
  • Blackstone made up ﹤0.01% of Roble Belko & Company's portfolio in Q2 2026, its #227 holding.
  • Roble Belko & Company first reported a position in Blackstone in Q1 2015 and has held it in 18 quarters since.
  • Roble Belko & Company's Blackstone position peaked at $903K in Q3 2025.
  • 2,152 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.