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Syntegra Private Wealth Group’s Blackstone BX Stock Holding History

Syntegra Private Wealth 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
2026
Q2 		$2.23M Buy
18,970
+780
+4% +$93.7K 0.17% 41
2026
Q1 		$2.09M Sell
18,190
-27,390
-60% -$3.56M 0.2% 41
2025
Q4 		$7.03M Sell
45,580
-86
-0.2% -$13.1K 0.65% 20
2025
Q3 		$7.8M Buy
45,666
+40
+0.1% +$6.85K 0.74% 19
2025
Q2 		$6.82M Buy
45,626
+884
+2% +$121K 0.7% 20
2025
Q1 		$6.25M Buy
44,742
+6,945
+18% +$1.13M 0.73% 19
2024
Q4 		$6.52M Buy
37,797
+1,788
+5% +$312K 0.74% 19
2024
Q3 		$5.51M Sell
36,009
-20
-0.1% -$2.77K 0.64% 19
2024
Q2 		$4.46M Buy
36,029
+50
+0.1% +$6.15K 0.57% 22
2024
Q1 		$4.73M Buy
35,979
+482
+1% +$60.2K 0.61% 21
2023
Q4 		$4.65M Buy
35,497
+2,427
+7% +$263K 0.66% 21
2023
Q3 		$3.54M Buy
33,070
+11,359
+52% +$1.18M 0.56% 23
2023
Q2 		$2.02M Buy
+21,711
New +$1.88M 0.31% 30

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

Syntegra Private Wealth Group's BX Position: Q2 2026 in Review

Syntegra Private Wealth Group increased its Blackstone (BX) stake by 4.3% in Q2 2026, buying an estimated $93.7K and bringing the position to 18,970 shares worth $2.23M. The position accounts for 0.17% of the portfolio, ranked #41.

Syntegra Private Wealth Group first reported a position in BX in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.8M in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Syntegra Private Wealth Group held 18,970 shares of Blackstone worth $2.23M as of Q2 2026.
  • Syntegra Private Wealth Group bought 780 Blackstone shares in Q2 2026, an estimated $93.7K.
  • Blackstone made up 0.17% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #41 holding.
  • Syntegra Private Wealth Group first reported a position in Blackstone in Q2 2023 and has held it in 13 quarters since.
  • Syntegra Private Wealth Group's Blackstone position peaked at $7.8M in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.