SF
BX icon

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
Q2 		$617K Buy
5,358
+1,872
+54% +$225K 0.07% 178
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
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

Symphony Financial's BX Position: Q2 2026 in Review

Symphony Financial increased its Blackstone (BX) stake by 54% in Q2 2026, buying an estimated $225K and bringing the position to 5,358 shares worth $617K. The position accounts for 0.07% of the portfolio, ranked #178.

Symphony Financial first reported a position in BX in Q1 2022 and has held it in 14 quarters since. The position peaked at $875K in Q3 2025. 2,152 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Symphony Financial held 5,358 shares of Blackstone worth $617K as of Q2 2026.
  • Symphony Financial bought 1,872 Blackstone shares in Q2 2026, an estimated $225K.
  • Blackstone made up 0.07% of Symphony Financial's portfolio in Q2 2026, its #178 holding.
  • Symphony Financial first reported a position in Blackstone in Q1 2022 and has held it in 14 quarters since.
  • Symphony Financial's Blackstone position peaked at $875K in Q3 2025.
  • 2,152 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.