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Warner Group’s Blackstone BX Stock Holding History

Warner 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
2026
Q2 		$869K Buy
7,384
+3,694
+100% +$444K 0.21% 55
2026
Q1 		$424K Buy
3,690
+303
+9% +$39.4K 0.28% 48
2025
Q4 		$522K Buy
3,387
+676
+25% +$103K 0.32% 43
2025
Q3 		$463K Buy
+2,711
New +$464K 0.32% 36

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Warner Group's BX Position: Q2 2026 in Review

Warner Group increased its Blackstone (BX) stake by 100% in Q2 2026, buying an estimated $444K and bringing the position to 7,384 shares worth $869K. The position accounts for 0.21% of the portfolio, ranked #55.

Warner Group first reported a position in BX in Q3 2025 and has held it in 4 quarters since. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Warner Group held 7,384 shares of Blackstone worth $869K as of Q2 2026.
  • Warner Group bought 3,694 Blackstone shares in Q2 2026, an estimated $444K.
  • Blackstone made up 0.21% of Warner Group's portfolio in Q2 2026, its #55 holding.
  • Warner Group first reported a position in Blackstone in Q3 2025 and has held it in 4 quarters since.
  • 2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Warner Group's 13F filing for Q2 2026, filed 27 Jul 2026.