Shufro Rose & Co’s Blackstone BX Stock Holding History

Shufro Rose & 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	$224K	Hold	1,900	–	–	0.01%	275
2026 Q1	$218K	Sell	1,900 -60	-3%	-$7.81K	0.01%	277
2025 Q4	$302K	Buy	1,960 +60	+3%	+$9.12K	0.02%	231
2025 Q3	$266K	Hold	1,900	–	–	0.02%	250
2025 Q2	$266K	Hold	1,900	–	–	0.02%	248
2025 Q1	$266K	Hold	1,900	–	–	0.02%	252
2024 Q4	$328K	Sell	1,900 -190	-9%	-$33.1K	0.03%	220
2024 Q3	$259K	Hold	2,090	–	–	0.02%	252
2024 Q2	$259K	Buy	2,090 +190	+10%	+$23.4K	0.02%	252
2024 Q1	$250K	Hold	1,900	–	–	0.02%	252
2023 Q4	$204K	Hold	1,900	–	–	0.02%	268
2023 Q3	$204K	Buy	+1,900	New	+$198K	0.02%	266
2022 Q2	–	Sell	-1,847	Closed	-$234K	–	327
2022 Q1	$234K	Hold	1,847	–	–	0.02%	264
2021 Q4	$239K	Hold	1,847	–	–	0.02%	257
2021 Q3	$215K	Buy	+1,847	New	+$214K	0.02%	260

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Shufro Rose & Co's BX Position: Q2 2026 in Review

Shufro Rose & Co held its Blackstone (BX) position steady in Q2 2026 at 1,900 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #275.

Shufro Rose & Co first reported a position in BX in Q3 2021 and has held it in 15 quarters since. The position peaked at $328K in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Shufro Rose & Co held 1,900 shares of Blackstone worth $224K as of Q2 2026.
Shufro Rose & Co left its Blackstone share count unchanged in Q2 2026.
Blackstone made up 0.01% of Shufro Rose & Co's portfolio in Q2 2026, its #275 holding.
Shufro Rose & Co first reported a position in Blackstone in Q3 2021 and has held it in 15 quarters since.
Shufro Rose & Co's Blackstone position peaked at $328K in Q4 2024.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.