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TCFG Wealth Management’s Blackstone BX Stock Holding History

TCFG Wealth Management’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 		– Sell
-2,411
Closed -$372K – 277
2025
Q4 		$372K Buy
2,411
+6
+0.2% +$912 0.15% 170
2025
Q3 		$411K Buy
2,405
+5
+0.2% +$857 0.16% 155
2025
Q2 		$359K Sell
2,400
-95
-4% -$13.1K 0.16% 169
2025
Q1 		$349K Buy
2,495
+106
+4% +$17.2K 0.18% 146
2024
Q4 		$412K Buy
2,389
+101
+4% +$17.6K 0.21% 122
2024
Q3 		$350K Buy
+2,288
New +$317K 0.18% 134

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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

TCFG Wealth Management's BX Position: Q1 2026 in Review

TCFG Wealth Management sold out of Blackstone (BX) in Q1 2026, closing a stake of 2,411 shares — an estimated $372K sold.

TCFG Wealth Management first reported a position in BX in Q3 2024 and held it in 6 quarters. The position peaked at $412K in Q4 2024. 2,135 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • TCFG Wealth Management reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • TCFG Wealth Management sold 2,411 Blackstone shares in Q1 2026, an estimated $372K.
  • TCFG Wealth Management first reported a position in Blackstone in Q3 2024 and held it in 6 quarters.
  • TCFG Wealth Management's Blackstone position peaked at $412K in Q4 2024.
  • 2,135 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.