Security National Bank’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$103K Sell
873
-323
-27% -$38.8K 0.01% 194
2026
Q1
$138K Sell
1,196
-49,068
-98% -$6.38M 0.02% 164
2025
Q4
$7.75M Buy
50,264
+29
+0.1% +$4.41K 1.11% 26
2025
Q3
$8.58M Buy
50,235
+1,636
+3% +$280K 1.31% 19
2025
Q2
$7.27M Sell
48,599
-360
-0.7% -$49.5K 1.26% 20
2025
Q1
$6.84M Buy
48,959
+291
+0.6% +$47.2K 1.29% 18
2024
Q4
$8.39M Sell
48,668
-1,575
-3% -$274K 1.2% 19
2024
Q3
$7.69M Sell
50,243
-493
-1% -$68.4K 1.05% 24
2024
Q2
$6.28M Buy
50,736
+1,291
+3% +$159K 0.91% 28
2024
Q1
$6.5M Buy
49,445
+602
+1% +$75.2K 0.98% 26
2023
Q4
$6.39M Buy
48,843
+594
+1% +$64.3K 1.44% 22
2023
Q3
$5.22M Sell
48,249
-1,499
-3% -$156K 1.47% 22
2023
Q2
$4.63M Sell
49,748
-1,457
-3% -$126K 1.18% 32
2023
Q1
$4.5M Sell
51,205
-4,038
-7% -$357K 1.2% 34
2022
Q4
$4.1M Sell
55,243
-6,860
-11% -$592K 1.11% 40
2022
Q3
$5.2M Buy
62,103
+450
+0.7% +$43.6K 1.45% 28
2022
Q2
$5.63M Sell
61,653
-679
-1% -$73.3K 1.56% 26
2022
Q1
$7.91M Buy
62,332
+1,913
+3% +$233K 1.81% 21
2021
Q4
$7.82M Sell
60,419
-1,091
-2% -$145K 1.77% 19
2021
Q3
$7.16M Buy
61,510
+53,290
+648% +$6.18M 1.8% 23
2021
Q2
$799K Buy
8,220
+120
+1% +$10.7K 0.21% 56
2021
Q1
$604K Buy
+8,100
New +$559K 0.18% 62

Other funds holding BX

Security National Bank's BX Position: Q2 2026 in Review

Security National Bank reduced its Blackstone (BX) stake by 27% in Q2 2026, selling an estimated $38.8K and leaving 873 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #194.

Security National Bank first reported a position in BX in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.58M in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Security National Bank held 873 shares of Blackstone worth $103K as of Q2 2026.
  • Security National Bank sold 323 Blackstone shares in Q2 2026, an estimated $38.8K.
  • Blackstone made up 0.01% of Security National Bank's portfolio in Q2 2026, its #194 holding.
  • Security National Bank first reported a position in Blackstone in Q1 2021 and has held it in 22 quarters since.
  • Security National Bank's Blackstone position peaked at $8.58M in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.