Symphony Financial’s Blackstone BX Stock Holding History

Symphony 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	$390K	Buy	3,486 +613	+21%	+$79.8K	0.05%	194
2025 Q4	$446K	Sell	2,873 -2,291	-44%	-$348K	0.06%	180
2025 Q3	$875K	Buy	5,164 +3,365	+187%	+$577K	0.11%	117
2025 Q2	$255K	Buy	+1,799	New	+$247K	0.03%	220
2025 Q1	–	Sell	-1,349	Closed	-$245K	–	117
2024 Q4	$245K	Sell	1,349 -430	-24%	-$74.9K	0.04%	195
2024 Q3	$276K	Buy	1,779 +18	+1%	+$2.5K	0.05%	188
2024 Q2	$219K	Sell	1,761 -168	-9%	-$20.7K	0.04%	197
2024 Q1	$253K	Buy	1,929 +65	+3%	+$8.12K	0.06%	161
2023 Q4	$220K	Sell	1,864 -95	-5%	-$10.3K	0.05%	182
2023 Q3	$210K	Buy	+1,959	New	+$204K	0.05%	152
2022 Q4	–	Sell	-2,540	Closed	-$215K	–	191
2022 Q3	$215K	Buy	2,540 +238	+10%	+$23K	0.07%	178
2022 Q2	$210K	Buy	2,302 +246	+12%	+$26.6K	0.06%	172
2022 Q1	$238K	Buy	+2,056	New	+$251K	0.06%	175

Other funds holding BX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T 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