Tompkins Financial’s Blackstone BX Stock Holding History

Tompkins Financial’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	$17.7K	Sell	150 -1,056	-88%	-$127K	﹤0.01%	413
2026 Q1	$139K	Buy	+1,206	New	+$157K	0.01%	233
2025 Q2	–	Sell	-1,500	Closed	-$210K	–	553
2025 Q1	$210K	Hold	1,500	–	–	0.02%	189
2024 Q4	$259K	Hold	1,500	–	–	0.02%	160
2024 Q3	$230K	Hold	1,500	–	–	0.02%	180
2024 Q2	$186K	Hold	1,500	–	–	0.02%	206
2024 Q1	$197K	Hold	1,500	–	–	0.02%	200
2023 Q4	$196K	Hold	1,500	–	–	0.02%	197
2023 Q3	$161K	Hold	1,500	–	–	0.03%	192
2023 Q2	$139K	Hold	1,500	–	–	0.02%	219
2023 Q1	$132K	Hold	1,500	–	–	0.02%	225
2022 Q4	$111K	Sell	1,500 -750	-33%	-$64.8K	0.02%	245
2022 Q3	$188K	Hold	2,250	–	–	0.03%	177
2022 Q2	$205K	Hold	2,250	–	–	0.03%	176
2022 Q1	$286K	Buy	2,250 +750	+50%	+$91.5K	0.04%	161
2021 Q4	$194K	Hold	1,500	–	–	0.03%	137
2021 Q3	$175K	Buy	+1,500	New	+$174K	0.03%	138
2021 Q1	$112K	Hold	1,500	–	–	0.02%	178
2020 Q4	$97K	Sell	1,500 -1,000	-40%	-$58.2K	0.02%	177
2020 Q3	$131K	Hold	2,500	–	–	0.03%	168
2020 Q2	$142K	Hold	2,500	–	–	0.03%	163
2020 Q1	$114K	Hold	2,500	–	–	0.03%	170
2019 Q4	$140K	Buy	+2,500	New	+$130K	0.03%	178

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tompkins Financial's BX Position: Q2 2026 in Review

Tompkins Financial reduced its Blackstone (BX) stake by 88% in Q2 2026, selling an estimated $127K and leaving 150 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Tompkins Financial first reported a position in BX in Q4 2019 and has held it in 23 quarters since. The position peaked at $286K in Q1 2022. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Tompkins Financial held 150 shares of Blackstone worth $17.7K as of Q2 2026.
Tompkins Financial sold 1,056 Blackstone shares in Q2 2026, an estimated $127K.
Blackstone made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #413 holding.
Tompkins Financial first reported a position in Blackstone in Q4 2019 and has held it in 23 quarters since.
Tompkins Financial's Blackstone position peaked at $286K in Q1 2022.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.