Trust Point Inc’s Blackstone BX Stock Holding History

Trust Point Inc’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	$290K	Sell	2,463 -227	-8%	-$27.3K	0.02%	346
2026 Q1	$309K	Sell	2,690 -566	-17%	-$73.6K	0.03%	379
2025 Q4	$502K	Sell	3,256 -97	-3%	-$14.7K	0.04%	235
2025 Q3	$573K	Buy	3,353 +384	+13%	+$65.8K	0.05%	201
2025 Q2	$444K	Sell	2,969 -110	-4%	-$15.1K	0.04%	210
2025 Q1	$430K	Sell	3,079 -1,579	-34%	-$256K	0.04%	247
2024 Q4	$803K	Buy	4,658 +21	+0.5%	+$3.66K	0.06%	196
2024 Q3	$710K	Sell	4,637 -507	-10%	-$70.3K	0.05%	217
2024 Q2	$637K	Sell	5,144 -253	-5%	-$31.1K	0.05%	226
2024 Q1	$709K	Buy	5,397 +2,057	+62%	+$257K	0.06%	217
2023 Q4	$437K	Buy	+3,340	New	+$361K	0.04%	308

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

Trust Point Inc's BX Position: Q2 2026 in Review

Trust Point Inc reduced its Blackstone (BX) stake by 8.4% in Q2 2026, selling an estimated $27.3K and leaving 2,463 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #346.

Trust Point Inc first reported a position in BX in Q4 2023 and has held it in 11 quarters since. The position peaked at $803K in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Trust Point Inc held 2,463 shares of Blackstone worth $290K as of Q2 2026.
Trust Point Inc sold 227 Blackstone shares in Q2 2026, an estimated $27.3K.
Blackstone made up 0.02% of Trust Point Inc's portfolio in Q2 2026, its #346 holding.
Trust Point Inc first reported a position in Blackstone in Q4 2023 and has held it in 11 quarters since.
Trust Point Inc's Blackstone position peaked at $803K in Q4 2024.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.