TFG
BX icon

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
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 $5.7T 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 $1.47T 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