Sather Financial Group’s Blackstone BX Stock Holding History

Sather Financial 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
2025 Q3	–	Sell	-2,401	Closed	-$359K	–	109
2025 Q2	$359K	Buy	2,401 +401	+20%	+$55.1K	0.02%	79
2025 Q1	$280K	Sell	2,000 -3,400	-63%	-$552K	0.02%	80
2024 Q4	$931K	Sell	5,400 -650	-11%	-$113K	0.06%	43
2024 Q3	$926K	Buy	6,050 +4,050	+203%	+$562K	0.06%	40
2024 Q2	$248K	Hold	2,000	–	–	0.02%	76
2024 Q1	$263K	Hold	2,000	–	–	0.02%	82
2023 Q4	$262K	Hold	2,000	–	–	0.02%	80
2023 Q3	$214K	Buy	+2,000	New	+$208K	0.02%	86
2022 Q2	–	Sell	-2,000	Closed	-$254K	–	85
2022 Q1	$254K	Hold	2,000	–	–	0.02%	82
2021 Q4	$259K	Hold	2,000	–	–	0.02%	71
2021 Q3	$233K	Buy	+2,000	New	+$232K	0.02%	79
2020 Q1	–	Sell	-7,196	Closed	-$403K	–	63
2019 Q4	$403K	Buy	+7,196	New	+$373K	0.06%	50

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sather Financial Group's BX Position: Q3 2025 in Review

Sather Financial Group sold out of Blackstone (BX) in Q3 2025, closing a stake of 2,401 shares — an estimated $359K sold.

Sather Financial Group first reported a position in BX in Q4 2019 and held it in 12 quarters. The position peaked at $931K in Q4 2024. 2,208 funds tracked by Wall St. Rank hold BX as of Q3 2025.

Sather Financial Group reported no remaining Blackstone position as of Q3 2025 after selling out during the quarter.
Sather Financial Group sold 2,401 Blackstone shares in Q3 2025, an estimated $359K.
Sather Financial Group first reported a position in Blackstone in Q4 2019 and held it in 12 quarters.
Sather Financial Group's Blackstone position peaked at $931K in Q4 2024.
2,208 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

Based on Sather Financial Group's 13F filing for Q3 2025, filed 22 Oct 2025.