Thoma Capital Management’s Blackstone BX Stock Holding History

Thoma Capital 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	$728K	Buy	6,189 +310	+5%	+$37.2K	0.39%	34
2026 Q1	$676K	Buy	5,879 +671	+13%	+$87.3K	0.4%	39
2025 Q4	$803K	Buy	5,208 +97	+2%	+$14.7K	0.46%	33
2025 Q3	$873K	Buy	5,111 +110	+2%	+$18.8K	0.5%	27
2025 Q2	$748K	Buy	5,001 +240	+5%	+$33K	0.48%	32
2025 Q1	$665K	Buy	4,761 +119	+3%	+$19.3K	0.47%	39
2024 Q4	$800K	Buy	+4,642	New	+$809K	0.55%	27

Other funds holding BX

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Thoma Capital Management's BX Position: Q2 2026 in Review

Thoma Capital Management increased its Blackstone (BX) stake by 5.3% in Q2 2026, buying an estimated $37.2K and bringing the position to 6,189 shares worth $728K. The position accounts for 0.39% of the portfolio, ranked #34.

Thoma Capital Management first reported a position in BX in Q4 2024 and has held it in 7 quarters since. The position peaked at $873K in Q3 2025. 645 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Thoma Capital Management held 6,189 shares of Blackstone worth $728K as of Q2 2026.
Thoma Capital Management bought 310 Blackstone shares in Q2 2026, an estimated $37.2K.
Blackstone made up 0.39% of Thoma Capital Management's portfolio in Q2 2026, its #34 holding.
Thoma Capital Management first reported a position in Blackstone in Q4 2024 and has held it in 7 quarters since.
Thoma Capital Management's Blackstone position peaked at $873K in Q3 2025.
645 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Thoma Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.