Stifel Financial
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Stifel Financial’s Blackstone BX Stock Holding History

Stifel Financial’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
2015
Q1 		– Sell
-408
Closed -$15K – 2311
2014
Q4 		$15K Hold
408
– – ﹤0.01% 2281
2014
Q3 		$12K Buy
408
+306
+300% +$9.96K ﹤0.01% 2198
2014
Q2 		$3K Buy
+102
New +$3.15K ﹤0.01% 2191

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial's BX Position: Q1 2026 in Review

Stifel Financial increased its Blackstone (BX) stake by 42% in Q1 2026, buying an estimated $74.9M and bringing the position to 1,948,494 shares worth $224M. The position accounts for 0.21% of the portfolio, ranked #114.

Stifel Financial first reported a position in BX in Q1 2014 and has held it in 49 quarters since. The position peaked at $233M in Q3 2025. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Stifel Financial held 1,948,494 shares of Blackstone worth $224M as of Q1 2026.
  • Stifel Financial bought 575,394 Blackstone shares in Q1 2026, an estimated $74.9M.
  • Blackstone made up 0.21% of Stifel Financial's portfolio in Q1 2026, its #114 holding.
  • Stifel Financial first reported a position in Blackstone in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's Blackstone position peaked at $233M in Q3 2025.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.