U.S. Global Investors (USGI)’s Blackstone BX Stock Holding History

U.S. Global Investors (USGI)’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	$741K	Buy	+6,300	New	+$757K	0.07%	84
2024 Q3	–	Sell	-12,300	Closed	-$1.52M	–	137
2024 Q2	$1.52M	Buy	+12,300	New	+$1.51M	0.14%	50
2022 Q2	–	Sell	-20,000	Closed	-$2.54M	–	138
2022 Q1	$2.54M	Buy	20,000 +5,500	+38%	+$671K	0.08%	44
2021 Q4	$1.88M	Hold	14,500	–	–	0.07%	48
2021 Q3	$1.69M	Sell	14,500 -8,500	-37%	-$986K	0.05%	54
2021 Q2	$2.23M	Buy	23,000 +2,557	+13%	+$227K	0.07%	48
2021 Q1	$1.52M	Buy	20,443 +17,443	+581%	+$1.2M	0.05%	49
2020 Q4	$194K	Hold	3,000	–	–	0.01%	132
2020 Q3	$157K	Buy	3,000 +2,460	+456%	+$132K	0.01%	125
2020 Q2	$31K	Buy	+540	New	+$28.4K	﹤0.01%	160
2014 Q2	–	Sell	-2,038	Closed	-$66K	–	301
2014 Q1	$66K	Hold	2,038	–	–	0.01%	289
2013 Q4	$63K	Hold	2,038	–	–	0.01%	303
2013 Q3	$49K	Buy	+2,038	New	+$45.4K	0.01%	306

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 $3.38T AUM 44.17% 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

U.S. Global Investors (USGI)'s BX Position: Q2 2026 in Review

U.S. Global Investors (USGI) opened a new position in Blackstone (BX) in Q2 2026: 6,300 shares worth $741K. The stake represents 0.07% of the portfolio and ranks #84 among its holdings. This is a return to the name: U.S. Global Investors (USGI) previously reported a position in BX as recently as Q2 2024.

U.S. Global Investors (USGI) first reported a position in BX in Q3 2013 and has held it in 13 quarters since. The position peaked at $2.54M in Q1 2022. 2,165 funds tracked by Wall St. Rank hold BX as of Q2 2026.

U.S. Global Investors (USGI) held 6,300 shares of Blackstone worth $741K as of Q2 2026.
Blackstone was a new U.S. Global Investors (USGI) position in Q2 2026.
Blackstone made up 0.07% of U.S. Global Investors (USGI)'s portfolio in Q2 2026, its #84 holding.
U.S. Global Investors (USGI) first reported a position in Blackstone in Q3 2013 and has held it in 13 quarters since.
U.S. Global Investors (USGI)'s Blackstone position peaked at $2.54M in Q1 2022.
2,165 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on U.S. Global Investors (USGI)'s 13F filing for Q2 2026, filed 27 Jul 2026.