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Sonora Investment Management Group’s Blackstone BX Stock Holding History

Sonora Investment Management 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
2025
Q3 		$24.2M Sell
141,761
-7,315
-5% -$1.25M 1.72% 18
2025
Q2 		$22.3M Buy
149,076
+7,073
+5% +$972K 1.65% 17
2025
Q1 		$19.8M Buy
142,003
+3,122
+2% +$507K 1.57% 18
2024
Q4 		$23.9M Buy
138,881
+740
+0.5% +$129K 1.83% 13
2024
Q3 		$21.2M Buy
138,141
+7,787
+6% +$1.08M 1.57% 18
2024
Q2 		$17.1M Hold
130,354
– – 1.34% 19
2024
Q1 		$17.1M Sell
130,354
-30,847
-19% -$3.85M 1.34% 19
2023
Q4 		$21.1M Buy
161,201
+2,700
+2% +$292K 1.72% 8
2023
Q3 		$17M Buy
158,501
+2,974
+2% +$310K 1.45% 15
2023
Q2 		$14.5M Buy
155,527
+3,276
+2% +$283K 1.21% 27
2023
Q1 		$13.4M Buy
152,251
+7,300
+5% +$645K 1.17% 29
2022
Q4 		$10.8M Buy
144,951
+10,799
+8% +$933K 0.98% 32
2022
Q3 		$12.2M Hold
134,152
– – 1.57% 17
2022
Q2 		$12.2M Buy
134,152
+10,284
+8% +$1.11M 1.16% 26
2022
Q1 		$15.7M Buy
123,868
+5,023
+4% +$613K 1.78% 7
2021
Q4 		$15.4M Buy
+118,845
New +$15.8M 1.79% 9

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Sonora Investment Management Group's BX Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Blackstone (BX) stake by 4.9% in Q3 2025, selling an estimated $1.25M and leaving 141,761 shares worth $24.2M. The position accounts for 1.72% of the portfolio, ranked #18.

Sonora Investment Management Group first reported a position in BX in Q4 2021 and has held it in 16 quarters since. 2,215 funds tracked by Wall St. Rank hold BX as of Q3 2025.

  • Sonora Investment Management Group held 141,761 shares of Blackstone worth $24.2M as of Q3 2025.
  • Sonora Investment Management Group sold 7,315 Blackstone shares in Q3 2025, an estimated $1.25M.
  • Blackstone made up 1.72% of Sonora Investment Management Group's portfolio in Q3 2025, its #18 holding.
  • Sonora Investment Management Group first reported a position in Blackstone in Q4 2021 and has held it in 16 quarters since.
  • 2,215 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.