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Triumph Capital Management’s Blackstone BX Stock Holding History

Triumph 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 		$461K Buy
3,915
+299
+8% +$35.9K 0.08% 232
2026
Q1 		$416K Buy
3,616
+101
+3% +$13.1K 0.08% 205
2025
Q4 		$542K Sell
3,515
-5,911
-63% -$898K 0.12% 161
2025
Q3 		$1.61M Sell
9,426
-359
-4% -$61.5K 0.43% 57
2025
Q2 		$1.46M Buy
9,785
+514
+6% +$70.6K 0.44% 54
2025
Q1 		$1.3M Buy
9,271
+3,195
+53% +$519K 0.43% 52
2024
Q4 		$1.05M Sell
6,076
-2,134
-26% -$372K 0.36% 59
2024
Q3 		$1.26M Buy
8,210
+5,493
+202% +$762K 0.45% 48
2024
Q2 		$336K Buy
2,717
+2
+0.1% +$246 0.13% 162
2024
Q1 		$356K Hold
2,715
– – 0.15% 151
2023
Q4 		$355K Sell
2,715
-3,991
-60% -$432K 0.15% 132
2023
Q3 		$719K Buy
6,706
+728
+12% +$75.8K 0.33% 71
2023
Q2 		$556K Buy
5,978
+53
+0.9% +$4.58K 0.25% 85
2023
Q1 		$520K Sell
5,925
-3,284
-36% -$290K 0.27% 72
2022
Q4 		$683K Buy
9,209
+4,584
+99% +$396K 0.37% 60
2022
Q3 		$387K Buy
4,625
+1,210
+35% +$117K 0.21% 110
2022
Q2 		$312K Buy
3,415
+389
+13% +$42K 0.16% 139
2022
Q1 		$384K Buy
+3,026
New +$369K 0.17% 128

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Triumph Capital Management increased its Blackstone (BX) stake by 8.3% in Q2 2026, buying an estimated $35.9K and bringing the position to 3,915 shares worth $461K. The position accounts for 0.08% of the portfolio, ranked #232.

Triumph Capital Management first reported a position in BX in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.61M in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Triumph Capital Management held 3,915 shares of Blackstone worth $461K as of Q2 2026.
  • Triumph Capital Management bought 299 Blackstone shares in Q2 2026, an estimated $35.9K.
  • Blackstone made up 0.08% of Triumph Capital Management's portfolio in Q2 2026, its #232 holding.
  • Triumph Capital Management first reported a position in Blackstone in Q1 2022 and has held it in 18 quarters since.
  • Triumph Capital Management's Blackstone position peaked at $1.61M in Q3 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.