SFG
BX icon

Shum Financial Group’s Blackstone BX Stock Holding History

Shum 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
Q2 		$489K Sell
4,152
-16
-0.4% -$1.92K 0.29% 74
2026
Q1 		$479K Buy
4,168
+122
+3% +$15.9K 0.34% 70
2025
Q4 		$624K Buy
4,046
+327
+9% +$49.7K 0.45% 58
2025
Q3 		$635K Buy
+3,719
New +$637K 0.47% 52
2025
Q1 		$565K Sell
4,041
-113
-3% -$18.3K 0.49% 59
2024
Q4 		$716K Sell
4,154
-97
-2% -$16.9K 0.62% 51
2024
Q3 		$721K Buy
+4,251
New +$590K 0.6% 60

Other funds holding BX

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CCP
Cryder Capital Partners London, United Kingdom $1.59B AUM 0.23% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Shum Financial Group's BX Position: Q2 2026 in Review

Shum Financial Group reduced its Blackstone (BX) stake by 0.38% in Q2 2026, selling an estimated $1.92K and leaving 4,152 shares worth $489K. The position accounts for 0.29% of the portfolio, ranked #74.

Shum Financial Group first reported a position in BX in Q3 2024 and has held it in 7 quarters since. The position peaked at $721K in Q3 2024. 1,226 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Shum Financial Group held 4,152 shares of Blackstone worth $489K as of Q2 2026.
  • Shum Financial Group sold 16 Blackstone shares in Q2 2026, an estimated $1.92K.
  • Blackstone made up 0.29% of Shum Financial Group's portfolio in Q2 2026, its #74 holding.
  • Shum Financial Group first reported a position in Blackstone in Q3 2024 and has held it in 7 quarters since.
  • Shum Financial Group's Blackstone position peaked at $721K in Q3 2024.
  • 1,226 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.