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Silver Oak Securities’s Blackstone BX Stock Holding History

Silver Oak Securities’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 		$256K Buy
2,174
+211
+11% +$25.4K 0.02% 684
2026
Q1 		$226K Sell
1,963
-372
-16% -$48.4K 0.02% 695
2025
Q4 		$361K Sell
2,335
-24
-1% -$3.65K 0.02% 562
2025
Q3 		$403K Buy
2,359
+288
+14% +$49.3K 0.03% 486
2025
Q2 		$310K Buy
2,071
+48
+2% +$6.59K 0.03% 533
2025
Q1 		$279K Buy
2,023
+364
+22% +$59.1K 0.03% 524
2024
Q4 		$285K Buy
+1,659
New +$289K 0.03% 521

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Silver Oak Securities's BX Position: Q2 2026 in Review

Silver Oak Securities increased its Blackstone (BX) stake by 11% in Q2 2026, buying an estimated $25.4K and bringing the position to 2,174 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #684.

Silver Oak Securities first reported a position in BX in Q4 2024 and has held it in 7 quarters since. The position peaked at $403K in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Silver Oak Securities held 2,174 shares of Blackstone worth $256K as of Q2 2026.
  • Silver Oak Securities bought 211 Blackstone shares in Q2 2026, an estimated $25.4K.
  • Blackstone made up 0.02% of Silver Oak Securities's portfolio in Q2 2026, its #684 holding.
  • Silver Oak Securities first reported a position in Blackstone in Q4 2024 and has held it in 7 quarters since.
  • Silver Oak Securities's Blackstone position peaked at $403K in Q3 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.