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 Q3	$1.46M	Sell	13,018 -67	-0.5%	-$8.77K	0.1%	70
2026 Q2	$1.54M	Buy	13,085 +350	+3%	+$42.1K	0.11%	68
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

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Verity & Verity's BX Position: Q3 2026 in Review

Verity & Verity reduced its Blackstone (BX) stake by 0.51% in Q3 2026, selling an estimated $8.77K and leaving 13,018 shares worth $1.46M. The position accounts for 0.1% of the portfolio, ranked #70.

Verity & Verity first reported a position in BX in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.06M in Q3 2025. 644 funds tracked by Wall St. Rank hold BX as of Q3 2026.

Verity & Verity held 13,018 shares of Blackstone worth $1.46M as of Q3 2026.
Verity & Verity sold 67 Blackstone shares in Q3 2026, an estimated $8.77K.
Blackstone made up 0.1% of Verity & Verity's portfolio in Q3 2026, its #70 holding.
Verity & Verity first reported a position in Blackstone in Q4 2024 and has held it in 8 quarters since.
Verity & Verity's Blackstone position peaked at $2.06M in Q3 2025.
644 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Verity & Verity's 13F filing for Q3 2026, filed 23 Oct 2026.