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TFC Financial Management’s Blackstone BX Stock Holding History

TFC Financial 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 		$22.3K Sell
194
-4
-2% -$520 ﹤0.01% 348
2025
Q4 		$30.5K Sell
198
-512
-72% -$77.8K ﹤0.01% 318
2025
Q3 		$121K Buy
710
+500
+238% +$85.7K 0.02% 173
2025
Q2 		$31.4K Sell
210
-16
-7% -$2.2K ﹤0.01% 301
2025
Q1 		$31.6K Buy
226
+12
+6% +$1.95K ﹤0.01% 285
2024
Q4 		$36.9K Sell
214
-46
-18% -$8.02K 0.01% 268
2024
Q3 		$39.8K Buy
260
+60
+30% +$8.32K 0.01% 275
2024
Q2 		$24.8K Buy
200
+6
+3% +$738 ﹤0.01% 285
2024
Q1 		$25.5K Sell
194
-49
-20% -$6.12K ﹤0.01% 278
2023
Q4 		$31.8K Buy
243
+8
+3% +$866 0.01% 259
2023
Q3 		$25.2K Buy
235
+60
+34% +$6.25K 0.01% 275
2023
Q2 		$16.3K Hold
175
– – ﹤0.01% 300
2023
Q1 		$15.4K Buy
+175
New +$15.5K ﹤0.01% 333
2022
Q4 		– Sell
-87
Closed -$7K – 535
2022
Q3 		$7K Hold
87
– – ﹤0.01% 338
2022
Q2 		$8K Hold
87
– – ﹤0.01% 316
2022
Q1 		$11K Buy
87
+70
+412% +$8.54K ﹤0.01% 307
2021
Q4 		$2K Buy
+17
New +$2.27K ﹤0.01% 453

Other funds holding BX

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

TFC Financial Management's BX Position: Q1 2026 in Review

TFC Financial Management reduced its Blackstone (BX) stake by 2% in Q1 2026, selling an estimated $520 and leaving 194 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

TFC Financial Management first reported a position in BX in Q4 2021 and has held it in 17 quarters since. The position peaked at $121K in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • TFC Financial Management held 194 shares of Blackstone worth $22.3K as of Q1 2026.
  • TFC Financial Management sold 4 Blackstone shares in Q1 2026, an estimated $520.
  • Blackstone made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #348 holding.
  • TFC Financial Management first reported a position in Blackstone in Q4 2021 and has held it in 17 quarters since.
  • TFC Financial Management's Blackstone position peaked at $121K in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.