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Sovereign Financial Group’s Blackstone BX Stock Holding History

Sovereign 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 		$460K Sell
3,911
-32
-0.8% -$3.85K 0.07% 234
2026
Q1 		$453K Buy
3,943
+88
+2% +$11.4K 0.08% 224
2025
Q4 		$594K Buy
3,855
+124
+3% +$18.8K 0.1% 168
2025
Q3 		$637K Sell
3,731
-43
-1% -$7.37K 0.12% 156
2025
Q2 		$565K Buy
3,774
+35
+0.9% +$4.81K 0.12% 157
2025
Q1 		$523K Sell
3,739
-28
-0.7% -$4.54K 0.12% 153
2024
Q4 		$650K Sell
3,767
-34
-0.9% -$5.92K 0.15% 129
2024
Q3 		$582K Hold
3,801
– – 0.14% 140
2024
Q2 		$471K Sell
3,801
-4
-0.1% -$492 0.12% 158
2024
Q1 		$500K Buy
3,805
+2
+0.1% +$250 0.13% 154
2023
Q4 		$498K Sell
3,803
-372
-9% -$40.2K 0.15% 134
2023
Q3 		$447K Sell
4,175
-1,736
-29% -$181K 0.16% 133
2023
Q2 		$550K Buy
5,911
+1,758
+42% +$152K 0.18% 128
2023
Q1 		$365K Hold
4,153
– – 0.14% 152
2022
Q4 		$308K Buy
4,153
+628
+18% +$54.2K 0.12% 166
2022
Q3 		$295K Buy
3,525
+42
+1% +$4.07K 0.12% 154
2022
Q2 		$318K Sell
3,483
-263
-7% -$28.4K 0.13% 145
2022
Q1 		$476K Buy
3,746
+21
+0.6% +$2.56K 0.18% 122
2021
Q4 		$482K Buy
3,725
+1,725
+86% +$230K 0.19% 115
2021
Q3 		$233K Sell
2,000
-850
-30% -$98.6K 0.13% 145
2021
Q2 		$212K Hold
2,850
– – 0.13% 156
2021
Q1 		$212K Buy
+2,850
New +$197K 0.13% 156

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

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

Sovereign Financial Group reduced its Blackstone (BX) stake by 0.81% in Q2 2026, selling an estimated $3.85K and leaving 3,911 shares worth $460K. The position accounts for 0.07% of the portfolio, ranked #234.

Sovereign Financial Group first reported a position in BX in Q1 2021 and has held it in 22 quarters since. The position peaked at $650K in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Sovereign Financial Group held 3,911 shares of Blackstone worth $460K as of Q2 2026.
  • Sovereign Financial Group sold 32 Blackstone shares in Q2 2026, an estimated $3.85K.
  • Blackstone made up 0.07% of Sovereign Financial Group's portfolio in Q2 2026, its #234 holding.
  • Sovereign Financial Group first reported a position in Blackstone in Q1 2021 and has held it in 22 quarters since.
  • Sovereign Financial Group's Blackstone position peaked at $650K in Q4 2024.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.