VBFG
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Vishria Bird Financial Group’s Blackstone BX Stock Holding History

Vishria Bird Financial Group’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
2025
Q3 		$8.32M Sell
48,669
-124
-0.3% -$21.2K 1.63% 24
2025
Q2 		$7.3M Sell
48,793
-420
-0.9% -$57.7K 2.43% 16
2025
Q1 		$6.88M Sell
49,213
-1,722
-3% -$280K 2.34% 15
2024
Q4 		$8.78M Sell
50,935
-113
-0.2% -$19.7K 3.08% 11
2024
Q3 		$7.82M Sell
51,048
-1
-0% -$139 2.96% 12
2024
Q2 		$6.32M Sell
51,049
-72
-0.1% -$8.86K 2.66% 14
2024
Q1 		$6.72M Buy
51,121
+68
+0.1% +$8.49K 2.87% 13
2023
Q4 		$6.68M Sell
51,053
-497
-1% -$53.8K 3.16% 12
2023
Q3 		$5.52M Sell
51,550
-16
-0% -$1.67K 3.13% 13
2023
Q2 		$4.79M Sell
51,566
-69
-0.1% -$5.96K 2.85% 14
2023
Q1 		$4.54M Sell
51,635
-538
-1% -$47.5K 2.9% 14
2022
Q4 		$3.87M Sell
52,173
-90
-0.2% -$7.77K 2.7% 14
2022
Q3 		$4.37M Buy
52,263
+10
+0% +$968 2.94% 15
2022
Q2 		$4.77M Sell
52,253
-490
-0.9% -$52.9K 3.17% 13
2022
Q1 		$6.7M Buy
52,743
+233
+0.4% +$28.4K 3.7% 11
2021
Q4 		$6.79M Sell
52,510
-4,969
-9% -$663K 3.16% 12
2021
Q3 		$6.69M Sell
57,479
-36
-0.1% -$4.18K 3.51% 11
2021
Q2 		$5.59M Sell
57,515
-2,664
-4% -$237K 2.75% 16
2021
Q1 		$4.49M Sell
60,179
-715
-1% -$49.4K 2.47% 17
2020
Q4 		$3.95M Sell
60,894
-1,283
-2% -$74.7K 2.25% 17
2020
Q3 		$3.25M Buy
62,177
+433
+0.7% +$23.2K 2.04% 17
2020
Q2 		$3.5M Sell
61,744
-524
-0.8% -$27.6K 2.74% 15
2020
Q1 		$2.84M Buy
+62,268
New +$3.44M 2.97% 18

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vishria Bird Financial Group's BX Position: Q3 2025 in Review

Vishria Bird Financial Group reduced its Blackstone (BX) stake by 0.25% in Q3 2025, selling an estimated $21.2K and leaving 48,669 shares worth $8.32M. The position accounts for 1.63% of the portfolio, ranked #24.

Vishria Bird Financial Group first reported a position in BX in Q1 2020 and has held it in 23 quarters since. The position peaked at $8.78M in Q4 2024. 2,208 funds tracked by Wall St. Rank hold BX as of Q3 2025.

  • Vishria Bird Financial Group held 48,669 shares of Blackstone worth $8.32M as of Q3 2025.
  • Vishria Bird Financial Group sold 124 Blackstone shares in Q3 2025, an estimated $21.2K.
  • Blackstone made up 1.63% of Vishria Bird Financial Group's portfolio in Q3 2025, its #24 holding.
  • Vishria Bird Financial Group first reported a position in Blackstone in Q1 2020 and has held it in 23 quarters since.
  • Vishria Bird Financial Group's Blackstone position peaked at $8.78M in Q4 2024.
  • 2,208 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.