Verity & Verity’s Blackstone BX Stock Holding History

Verity & Verity’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 Q1	$1.46M	Buy	12,735 +650	+5%	+$84.6K	0.11%	70
2025 Q4	$1.86M	Hold	12,085	–	–	0.14%	69
2025 Q3	$2.06M	Hold	12,085	–	–	0.17%	70
2025 Q2	$1.81M	Buy	12,085 +374	+3%	+$51.4K	0.16%	71
2025 Q1	$1.64M	Hold	11,711	–	–	0.14%	71
2024 Q4	$2.02M	Buy	+11,711	New	+$2.04M	0.18%	68

Other funds holding BX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Verity & Verity's BX Position: Q1 2026 in Review

Verity & Verity increased its Blackstone (BX) stake by 5.4% in Q1 2026, buying an estimated $84.6K and bringing the position to 12,735 shares worth $1.46M. The position accounts for 0.11% of the portfolio, ranked #70.

Verity & Verity first reported a position in BX in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.06M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Verity & Verity held 12,735 shares of Blackstone worth $1.46M as of Q1 2026.
Verity & Verity bought 650 Blackstone shares in Q1 2026, an estimated $84.6K.
Blackstone made up 0.11% of Verity & Verity's portfolio in Q1 2026, its #70 holding.
Verity & Verity first reported a position in Blackstone in Q4 2024 and has held it in 6 quarters since.
Verity & Verity's Blackstone position peaked at $2.06M in Q3 2025.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Verity & Verity's 13F filing for Q1 2026, filed 15 Apr 2026.