TCV Trust & Wealth Management’s Blackstone BX Stock Holding History

TCV Trust & 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 Q2	$6.27M	Buy	53,257 +197	+0.4%	+$23.7K	0.47%	53
2026 Q1	$6.1M	Buy	53,060 +51,065	+2,560%	+$6.64M	0.51%	50
2025 Q4	$308K	Hold	1,995	–	–	0.02%	181
2025 Q3	$341K	Hold	1,995	–	–	0.03%	176
2025 Q2	$298K	Hold	1,995	–	–	0.03%	182
2025 Q1	$279K	Buy	1,995 +500	+33%	+$81.2K	0.03%	173
2024 Q4	$258K	Sell	1,495 -10	-0.7%	-$1.74K	0.02%	176
2024 Q3	$230K	Buy	+1,505	New	+$209K	0.02%	186
2023 Q2	–	Sell	-3,150	Closed	-$277K	–	190
2023 Q1	$277K	Sell	3,150 -14	-0.4%	-$1.24K	0.03%	165
2022 Q4	$235K	Hold	3,164	–	–	0.03%	174
2022 Q3	$265K	Buy	3,164 +164	+5%	+$15.9K	0.03%	162
2022 Q2	$274K	Sell	3,000 -25	-0.8%	-$2.7K	0.03%	169
2022 Q1	$384K	Hold	3,025	–	–	0.04%	158
2021 Q4	$391K	Hold	3,025	–	–	0.04%	159
2021 Q3	$352K	Hold	3,025	–	–	0.04%	158
2021 Q2	$299K	Hold	3,025	–	–	0.03%	161
2021 Q1	$225K	Buy	+3,025	New	+$209K	0.03%	173

Other funds holding BX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

TCV Trust & Wealth Management's BX Position: Q2 2026 in Review

TCV Trust & Wealth Management increased its Blackstone (BX) stake by 0.37% in Q2 2026, buying an estimated $23.7K and bringing the position to 53,257 shares worth $6.27M. The position accounts for 0.47% of the portfolio, ranked #53.

TCV Trust & Wealth Management first reported a position in BX in Q1 2021 and has held it in 17 quarters since. 962 funds tracked by Wall St. Rank hold BX as of Q2 2026.

TCV Trust & Wealth Management held 53,257 shares of Blackstone worth $6.27M as of Q2 2026.
TCV Trust & Wealth Management bought 197 Blackstone shares in Q2 2026, an estimated $23.7K.
Blackstone made up 0.47% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #53 holding.
TCV Trust & Wealth Management first reported a position in Blackstone in Q1 2021 and has held it in 17 quarters since.
962 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.