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Roman Butler Fullerton & Co’s Blackstone BX Stock Holding History

Roman Butler Fullerton & Co’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 		$247K Sell
2,025
-298
-13% -$35.8K 0.06% 256
2026
Q1 		$273K Buy
2,323
+87
+4% +$11.3K 0.08% 237
2025
Q4 		$346K Sell
2,236
-82
-4% -$12.5K 0.09% 201
2025
Q3 		$345K Buy
+2,318
New +$397K 0.09% 192
2022
Q2 		– Sell
-1,578
Closed -$200K – 178
2022
Q1 		$200K Buy
+1,578
New +$192K 0.09% 192

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

Roman Butler Fullerton & Co's BX Position: Q2 2026 in Review

Roman Butler Fullerton & Co reduced its Blackstone (BX) stake by 13% in Q2 2026, selling an estimated $35.8K and leaving 2,025 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #256.

Roman Butler Fullerton & Co first reported a position in BX in Q1 2022 and has held it in 5 quarters since. The position peaked at $346K in Q4 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Roman Butler Fullerton & Co held 2,025 shares of Blackstone worth $247K as of Q2 2026.
  • Roman Butler Fullerton & Co sold 298 Blackstone shares in Q2 2026, an estimated $35.8K.
  • Blackstone made up 0.06% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #256 holding.
  • Roman Butler Fullerton & Co first reported a position in Blackstone in Q1 2022 and has held it in 5 quarters since.
  • Roman Butler Fullerton & Co's Blackstone position peaked at $346K in Q4 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.