Seamount Financial Group’s Blackstone BX Stock Holding History

Seamount 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
2026 Q3	$647K	Hold	5,769	–	–	0.25%	83
2026 Q2	$679K	Buy	5,769 +2	+0%	+$240	0.27%	81
2026 Q1	$663K	Sell	5,767 -17	-0.3%	-$2.21K	0.3%	73
2025 Q4	$892K	Buy	5,784 +312	+6%	+$47.4K	0.4%	58
2025 Q3	$935K	Sell	5,472 -3	-0.1%	-$514	0.44%	53
2025 Q2	$819K	Buy	5,475 +357	+7%	+$49.1K	0.42%	55
2025 Q1	$715K	Sell	5,118 -75	-1%	-$12.2K	0.49%	55
2024 Q4	$895K	Sell	5,193 -270	-5%	-$47K	0.62%	40
2024 Q3	$837K	Buy	5,463 +90	+2%	+$12.5K	0.63%	42
2024 Q2	$665K	Buy	5,373 +380	+8%	+$46.8K	0.54%	50
2024 Q1	$656K	Sell	4,993 -70	-1%	-$8.74K	0.57%	49
2023 Q4	$663K	Buy	+5,063	New	+$548K	0.63%	48

Other funds holding BX

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cryder Capital Partners London, United Kingdom $1.57B AUM 4.27% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Seamount Financial Group's BX Position: Q3 2026 in Review

Seamount Financial Group held its Blackstone (BX) position steady in Q3 2026 at 5,769 shares worth $647K. The position accounts for 0.25% of the portfolio, ranked #83.

Seamount Financial Group first reported a position in BX in Q4 2023 and has held it in 12 quarters since. The position peaked at $935K in Q3 2025. 1,117 funds tracked by Wall St. Rank hold BX as of Q3 2026.

Seamount Financial Group held 5,769 shares of Blackstone worth $647K as of Q3 2026.
Seamount Financial Group left its Blackstone share count unchanged in Q3 2026.
Blackstone made up 0.25% of Seamount Financial Group's portfolio in Q3 2026, its #83 holding.
Seamount Financial Group first reported a position in Blackstone in Q4 2023 and has held it in 12 quarters since.
Seamount Financial Group's Blackstone position peaked at $935K in Q3 2025.
1,117 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.