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Summit Securities Group’s Blackstone BX Stock Holding History

Summit Securities 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
2022
Q1 		– Sell
-200
Closed -$26K – 1121
2021
Q4 		$26K Buy
+200
New +$26.7K ﹤0.01% 758
2021
Q1 		– Sell
-560
Closed -$3.63M – 580
2020
Q4 		$3.63M Buy
560
+175
+45% +$10.2K 0.31% 83
2020
Q3 		$2.01M Sell
385
-80
-17% -$4.28K 0.21% 95
2020
Q2 		$2.63M Sell
465
-67
-13% -$3.53K 0.33% 71
2020
Q1 		$2.42M Buy
+532
New +$29.4K 0.43% 53
2019
Q1 		– Sell
-73
Closed -$218K – 215
2018
Q4 		$218K Buy
+73
New +$2.41K 0.02% 282
2015
Q4 		– Sell
-4,633
Closed -$2.47M – 299
2015
Q3 		$2.47M Buy
+4,633
New +$168K 1.78% 15
2015
Q1 		– Sell
-560
Closed -$1K – 406
2014
Q4 		$1K Sell
560
-117
-17% -$3.66K ﹤0.01% 550
2014
Q3 		$107K Buy
677
+549
+429% +$17.9K 0.03% 296
2014
Q2 		$1K Buy
+128
New +$3.95K ﹤0.01% 520
2014
Q1 		– Sell
-5,477
Closed -$6K – 418
2013
Q4 		$6K Buy
5,477
+4,806
+716% +$131K ﹤0.01% 372
2013
Q3 		$1K Buy
671
+455
+211% +$10.1K ﹤0.01% 364
2013
Q2 		$2K Buy
+216
New +$4.49K ﹤0.01% 475

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 Securities Group's BX Position: Q1 2026 in Review

Summit Securities Group reduced its Blackstone (BX) stake by 89% in Q1 2026, selling an estimated $127K and leaving 123 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Summit Securities Group first reported a position in BX in Q2 2013 and has held it in 41 quarters since. The position peaked at $15.9M in Q4 2013. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Summit Securities Group held 123 shares of Blackstone worth $14.1K as of Q1 2026.
  • Summit Securities Group sold 974 Blackstone shares in Q1 2026, an estimated $127K.
  • Blackstone made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #595 holding.
  • Summit Securities Group first reported a position in Blackstone in Q2 2013 and has held it in 41 quarters since.
  • Summit Securities Group's Blackstone position peaked at $15.9M in Q4 2013.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.