Union Savings Bank’s Blackstone BX Stock Holding History

Union Savings Bank’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	$1.02M	Sell	8,654 -131	-1%	-$15.7K	0.41%	44
2026 Q1	$1.01M	Buy	8,785 +296	+3%	+$38.5K	0.44%	44
2025 Q4	$1.31M	Buy	+8,489	New	+$1.29M	0.57%	31
2025 Q2	$1.44M	Buy	8,344 +151	+2%	+$20.7K	0.66%	27
2025 Q1	$1.15M	Buy	8,193 +612	+8%	+$99.3K	0.56%	34
2024 Q4	$1.31M	Sell	7,581 -474	-6%	-$82.6K	0.64%	32
2024 Q3	$1.23M	Hold	8,055	–	–	0.6%	35
2024 Q2	$997K	Sell	8,055 -179	-2%	-$22K	0.52%	44
2024 Q1	$1.08M	Sell	8,234 -287	-3%	-$35.8K	0.57%	38
2023 Q4	$1.12M	Sell	8,521 -1,313	-13%	-$142K	0.63%	35
2023 Q3	$1.05M	Hold	9,834	–	–	0.66%	34
2023 Q2	$1.03M	Buy	+9,834	New	+$849K	0.62%	39

Other funds holding BX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Union Savings Bank's BX Position: Q2 2026 in Review

Union Savings Bank reduced its Blackstone (BX) stake by 1.5% in Q2 2026, selling an estimated $15.7K and leaving 8,654 shares worth $1.02M. The position accounts for 0.41% of the portfolio, ranked #44.

Union Savings Bank first reported a position in BX in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.44M in Q2 2025. 962 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Union Savings Bank held 8,654 shares of Blackstone worth $1.02M as of Q2 2026.
Union Savings Bank sold 131 Blackstone shares in Q2 2026, an estimated $15.7K.
Blackstone made up 0.41% of Union Savings Bank's portfolio in Q2 2026, its #44 holding.
Union Savings Bank first reported a position in Blackstone in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's Blackstone position peaked at $1.44M in Q2 2025.
962 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.