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Sunbelt Securities’s Blackstone BX Stock Holding History

Sunbelt Securities’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 		$3.29M Buy
28,647
+843
+3% +$110K 0.21% 87
2025
Q4 		$4.29M Sell
27,804
-1,554
-5% -$236K 0.29% 64
2025
Q3 		$5.02M Buy
29,358
+15,873
+118% +$2.72M 0.35% 56
2025
Q2 		$2.33M Sell
13,485
-1,050
-7% -$144K 0.21% 96
2025
Q1 		$2.03M Buy
14,535
+1,050
+8% +$170K 0.18% 97
2024
Q4 		$2.32M Buy
13,485
+6,575
+95% +$1.15M 0.2% 97
2024
Q3 		$1.06M Buy
6,910
+237
+4% +$32.9K 0.1% 194
2024
Q2 		$826K Buy
6,673
+214
+3% +$26.3K 0.08% 224
2024
Q1 		$849K Sell
6,459
-111
-2% -$13.9K 0.09% 203
2023
Q4 		$860K Buy
6,570
+6
+0.1% +$649 0.11% 205
2023
Q3 		$703K Buy
6,564
+2,014
+44% +$210K 0.1% 222
2023
Q2 		$423K Buy
4,550
+569
+14% +$49.2K 0.06% 316
2023
Q1 		$341K Buy
3,981
+52
+1% +$4.59K 0.05% 326
2022
Q4 		$291K Sell
3,929
-14
-0.4% -$1.21K 0.06% 358
2022
Q3 		$330K Buy
3,943
+1,560
+65% +$151K 0.07% 305
2022
Q2 		$217K Buy
2,383
+527
+28% +$56.9K 0.05% 392
2022
Q1 		$236K Sell
1,856
-6,000
-76% -$732K 0.04% 406
2021
Q4 		$1.01M Sell
7,856
-609
-7% -$81.2K 0.16% 145
2021
Q3 		$865K Hold
8,465
– – 0.16% 158
2021
Q2 		$865K Sell
8,465
-499
-6% -$44.3K 0.16% 158
2021
Q1 		$668K Buy
8,964
+54
+0.6% +$3.73K 0.13% 193
2020
Q4 		$577K Buy
+8,910
New +$519K 0.12% 207
2020
Q2 		– Sell
-12,029
Closed -$674K – 312
2020
Q1 		$674K Sell
12,029
-78,831
-87% -$4.36M 0.03% 189
2019
Q4 		$5.08M Buy
90,860
+636
+0.7% +$33K 0.54% 37
2019
Q3 		$4.41M Buy
+90,224
New +$4.4M 0.49% 44

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

Sunbelt Securities's BX Position: Q1 2026 in Review

Sunbelt Securities increased its Blackstone (BX) stake by 3% in Q1 2026, buying an estimated $110K and bringing the position to 28,647 shares worth $3.29M. The position accounts for 0.21% of the portfolio, ranked #87.

Sunbelt Securities first reported a position in BX in Q3 2019 and has held it in 25 quarters since. The position peaked at $5.08M in Q4 2019. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Sunbelt Securities held 28,647 shares of Blackstone worth $3.29M as of Q1 2026.
  • Sunbelt Securities bought 843 Blackstone shares in Q1 2026, an estimated $110K.
  • Blackstone made up 0.21% of Sunbelt Securities's portfolio in Q1 2026, its #87 holding.
  • Sunbelt Securities first reported a position in Blackstone in Q3 2019 and has held it in 25 quarters since.
  • Sunbelt Securities's Blackstone position peaked at $5.08M in Q4 2019.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.