SFS
BX icon

Stiles Financial Services’s Blackstone BX Stock Holding History

Stiles Financial Services’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 		$2.82M Buy
23,924
+2,082
+10% +$250K 0.71% 45
2026
Q1 		$2.51M Buy
21,842
+3,243
+17% +$422K 0.77% 45
2025
Q4 		$2.87M Buy
18,599
+1,682
+10% +$256K 0.88% 38
2025
Q3 		$2.89M Buy
16,917
+1,113
+7% +$191K 0.91% 31
2025
Q2 		$2.36M Buy
15,804
+1,615
+11% +$222K 0.82% 43
2025
Q1 		$1.98M Buy
14,189
+508
+4% +$82.5K 0.76% 48
2024
Q4 		$2.36M Sell
13,681
-952
-7% -$166K 0.85% 40
2024
Q3 		$2.24M Sell
14,633
-605
-4% -$83.9K 0.79% 41
2024
Q2 		$1.89M Sell
15,238
-378
-2% -$46.5K 0.73% 46
2024
Q1 		$2.05M Buy
15,616
+438
+3% +$54.7K 0.82% 40
2023
Q4 		$1.99M Buy
15,178
+246
+2% +$26.6K 0.9% 37
2023
Q3 		$1.6M Buy
14,932
+1,013
+7% +$105K 0.83% 38
2023
Q2 		$1.29M Buy
13,919
+2,462
+21% +$213K 0.64% 53
2023
Q1 		$1.01M Buy
11,457
+2,951
+35% +$261K 0.54% 59
2022
Q4 		$631K Buy
+8,506
New +$735K 0.36% 80

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

Stiles Financial Services's BX Position: Q2 2026 in Review

Stiles Financial Services increased its Blackstone (BX) stake by 9.5% in Q2 2026, buying an estimated $250K and bringing the position to 23,924 shares worth $2.82M. The position accounts for 0.71% of the portfolio, ranked #45.

Stiles Financial Services first reported a position in BX in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.89M in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Stiles Financial Services held 23,924 shares of Blackstone worth $2.82M as of Q2 2026.
  • Stiles Financial Services bought 2,082 Blackstone shares in Q2 2026, an estimated $250K.
  • Blackstone made up 0.71% of Stiles Financial Services's portfolio in Q2 2026, its #45 holding.
  • Stiles Financial Services first reported a position in Blackstone in Q4 2022 and has held it in 15 quarters since.
  • Stiles Financial Services's Blackstone position peaked at $2.89M in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.