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Summit Financial’s Blackstone BX Stock Holding History

Summit 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
2026
Q1 		$7.79M Buy
67,708
+9,182
+16% +$1.19M 0.1% 207
2025
Q4 		$9.02M Sell
58,526
-1,822
-3% -$277K 0.13% 142
2025
Q3 		$10.3M Sell
60,348
-333
-0.5% -$57.1K 0.16% 120
2025
Q2 		$9.08M Buy
60,681
+42,433
+233% +$5.83M 0.21% 89
2025
Q1 		$2.55M Buy
18,248
+2,726
+18% +$442K 0.07% 227
2024
Q4 		$2.68M Buy
15,522
+3,951
+34% +$688K 0.09% 177
2024
Q3 		$1.77M Buy
11,571
+4,288
+59% +$595K 0.07% 190
2024
Q2 		$902K Buy
7,283
+3,442
+90% +$424K 0.04% 248
2024
Q1 		$505K Sell
3,841
-989
-20% -$124K 0.03% 251
2023
Q4 		$632K Buy
4,830
+249
+5% +$26.9K 0.04% 221
2023
Q3 		$491K Buy
4,581
+42
+0.9% +$4.37K 0.04% 239
2023
Q2 		$422K Sell
4,539
-208
-4% -$18K 0.03% 250
2023
Q1 		$417K Buy
4,747
+792
+20% +$70K 0.04% 190
2022
Q4 		$293K Sell
3,955
-391
-9% -$33.8K 0.03% 210
2022
Q3 		$364K Buy
4,346
+1,054
+32% +$102K 0.03% 196
2022
Q2 		$300K Sell
3,292
-158
-5% -$17.1K 0.03% 197
2022
Q1 		$438K Buy
3,450
+534
+18% +$65.1K 0.03% 192
2021
Q4 		$377K Buy
2,916
+225
+8% +$30K 0.03% 192
2021
Q3 		$313K Buy
+2,691
New +$312K 0.03% 185

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

Summit Financial's BX Position: Q1 2026 in Review

Summit Financial increased its Blackstone (BX) stake by 16% in Q1 2026, buying an estimated $1.19M and bringing the position to 67,708 shares worth $7.79M. The position accounts for 0.1% of the portfolio, ranked #207.

Summit Financial first reported a position in BX in Q3 2021 and has held it in 19 quarters since. The position peaked at $10.3M in Q3 2025. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Summit Financial held 67,708 shares of Blackstone worth $7.79M as of Q1 2026.
  • Summit Financial bought 9,182 Blackstone shares in Q1 2026, an estimated $1.19M.
  • Blackstone made up 0.1% of Summit Financial's portfolio in Q1 2026, its #207 holding.
  • Summit Financial first reported a position in Blackstone in Q3 2021 and has held it in 19 quarters since.
  • Summit Financial's Blackstone position peaked at $10.3M in Q3 2025.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.