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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
Q2 		$8.28M Buy
70,333
+2,625
+4% +$315K 0.09% 223
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 $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

Summit Financial's BX Position: Q2 2026 in Review

Summit Financial increased its Blackstone (BX) stake by 3.9% in Q2 2026, buying an estimated $315K and bringing the position to 70,333 shares worth $8.28M. The position accounts for 0.09% of the portfolio, ranked #223.

Summit Financial first reported a position in BX in Q3 2021 and has held it in 20 quarters since. The position peaked at $10.3M in Q3 2025. 2,158 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Summit Financial held 70,333 shares of Blackstone worth $8.28M as of Q2 2026.
  • Summit Financial bought 2,625 Blackstone shares in Q2 2026, an estimated $315K.
  • Blackstone made up 0.09% of Summit Financial's portfolio in Q2 2026, its #223 holding.
  • Summit Financial first reported a position in Blackstone in Q3 2021 and has held it in 20 quarters since.
  • Summit Financial's Blackstone position peaked at $10.3M in Q3 2025.
  • 2,158 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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