Towarzystwo Funduszy Inwestycyjnych PZU SA’s Blackstone BX Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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	$134K	Buy	1,140 +200	+21%	+$24K	0.04%	264
2026 Q1	$108K	Hold	940	–	–	0.04%	256
2025 Q4	$145K	Hold	940	–	–	0.04%	214
2025 Q3	$161K	Hold	940	–	–	0.04%	202
2025 Q2	$141K	Buy	940 +200	+27%	+$27.5K	0.04%	205
2025 Q1	$103K	Hold	740	–	–	0.04%	225
2024 Q4	$128K	Hold	740	–	–	0.04%	174
2024 Q3	$113K	Buy	740 +130	+21%	+$18K	0.04%	186
2024 Q2	$75.5K	Buy	610 +160	+36%	+$19.7K	0.03%	218
2024 Q1	$59.1K	Hold	450	–	–	0.03%	272
2023 Q4	$58.9K	Buy	+450	New	+$48.7K	0.03%	247
2021 Q3	$29.1K	Sell	250 -250	-50%	-$29K	0.03%	213
2021 Q2	$48.6K	Hold	500	–	–	0.06%	141
2021 Q1	$37.3K	Hold	500	–	–	0.05%	152
2020 Q4	$32.4K	Buy	+500	New	+$29.1K	0.03%	143

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

Towarzystwo Funduszy Inwestycyjnych PZU SA's BX Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA increased its Blackstone (BX) stake by 21% in Q2 2026, buying an estimated $24K and bringing the position to 1,140 shares worth $134K. The position accounts for 0.04% of the portfolio, ranked #264.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in BX in Q4 2020 and has held it in 15 quarters since. The position peaked at $161K in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Towarzystwo Funduszy Inwestycyjnych PZU SA held 1,140 shares of Blackstone worth $134K as of Q2 2026.
Towarzystwo Funduszy Inwestycyjnych PZU SA bought 200 Blackstone shares in Q2 2026, an estimated $24K.
Blackstone made up 0.04% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #264 holding.
Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in Blackstone in Q4 2020 and has held it in 15 quarters since.
Towarzystwo Funduszy Inwestycyjnych PZU SA's Blackstone position peaked at $161K in Q3 2025.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.