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Taylor Financial Group’s Blackstone BX Stock Holding History

Taylor Financial 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 		$1.89M Hold
16,021
– – 1.04% 21
2026
Q1 		$1.84M Buy
16,021
+326
+2% +$42.4K 1.12% 22
2025
Q4 		$2.42M Buy
15,695
+455
+3% +$69.1K 1.42% 17
2025
Q3 		$2.6M Hold
15,240
– – 1.5% 17
2025
Q2 		$2.28M Buy
15,240
+120
+0.8% +$16.5K 1.42% 17
2025
Q1 		$2.11M Sell
15,120
-146
-1% -$23.7K 1.47% 17
2024
Q4 		$2.63M Hold
15,266
– – 1.82% 12
2024
Q3 		$2.34M Buy
15,266
+113
+0.7% +$15.7K 1.62% 14
2024
Q2 		$1.88M Sell
15,153
-150
-1% -$18.5K 1.44% 16
2024
Q1 		$2.01M Sell
15,303
-500
-3% -$62.4K 1.53% 12
2023
Q4 		$2.07M Buy
+15,803
New +$1.71M 1.7% 10

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

Taylor Financial Group's BX Position: Q2 2026 in Review

Taylor Financial Group held its Blackstone (BX) position steady in Q2 2026 at 16,021 shares worth $1.89M. The position accounts for 1.04% of the portfolio, ranked #21.

Taylor Financial Group first reported a position in BX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.63M in Q4 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Taylor Financial Group held 16,021 shares of Blackstone worth $1.89M as of Q2 2026.
  • Taylor Financial Group left its Blackstone share count unchanged in Q2 2026.
  • Blackstone made up 1.04% of Taylor Financial Group's portfolio in Q2 2026, its #21 holding.
  • Taylor Financial Group first reported a position in Blackstone in Q4 2023 and has held it in 11 quarters since.
  • Taylor Financial Group's Blackstone position peaked at $2.63M in Q4 2024.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.