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Sanibel Captiva Trust Company’s Blackstone BX Stock Holding History

Sanibel Captiva Trust 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 		$3.67M Sell
31,225
-1,790
-5% -$215K 0.09% 146
2026
Q1 		$3.8M Sell
33,015
-444
-1% -$57.8K 0.11% 138
2025
Q4 		$5.16M Sell
33,459
-955
-3% -$145K 0.14% 118
2025
Q3 		$5.88M Buy
34,414
+1,953
+6% +$335K 0.17% 113
2025
Q2 		$4.86M Sell
32,461
-4,659
-13% -$640K 0.15% 120
2025
Q1 		$5.19M Buy
37,120
+1,055
+3% +$171K 0.17% 107
2024
Q4 		$6.22M Buy
36,065
+1,082
+3% +$189K 0.2% 99
2024
Q3 		$5.36M Buy
34,983
+13,997
+67% +$1.94M 0.17% 106
2024
Q2 		$2.6M Buy
20,986
+10,808
+106% +$1.33M 0.09% 138
2024
Q1 		$1.34M Buy
10,178
+5,552
+120% +$693K 0.05% 184
2023
Q4 		$606K Buy
+4,626
New +$500K 0.02% 225

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

Sanibel Captiva Trust Company's BX Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its Blackstone (BX) stake by 5.4% in Q2 2026, selling an estimated $215K and leaving 31,225 shares worth $3.67M. The position accounts for 0.09% of the portfolio, ranked #146.

Sanibel Captiva Trust Company first reported a position in BX in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.22M in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Sanibel Captiva Trust Company held 31,225 shares of Blackstone worth $3.67M as of Q2 2026.
  • Sanibel Captiva Trust Company sold 1,790 Blackstone shares in Q2 2026, an estimated $215K.
  • Blackstone made up 0.09% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #146 holding.
  • Sanibel Captiva Trust Company first reported a position in Blackstone in Q4 2023 and has held it in 11 quarters since.
  • Sanibel Captiva Trust Company's Blackstone position peaked at $6.22M in Q4 2024.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.