Wells Fargo’s Blackstone BX Stock Holding History

Wells Fargo’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	$115K	Buy	+1,000	New	+$130K	﹤0.01%	5027
2025 Q1	–	Sell	-500	Closed	-$86.2K	–	7052
2024 Q4	$86.2K	Hold	500	–	–	﹤0.01%	5279
2024 Q3	$76.6K	Hold	500	–	–	﹤0.01%	5168
2024 Q2	$61.9K	Hold	500	–	–	﹤0.01%	5212
2024 Q1	$65.7K	Buy	+500	New	+$62.4K	﹤0.01%	5145
2022 Q4	–	Sell	-300	Closed	-$25K	–	7483
2022 Q3	$25K	Sell	300 -21,400	-99%	-$2.07M	﹤0.01%	5285
2022 Q2	$1.98M	Buy	+21,700	New	+$2.34M	﹤0.01%	2805
2020 Q2	–	Sell	-300	Closed	-$5K	–	6298
2020 Q1	$5K	Buy	+300	New	+$16.6K	﹤0.01%	5852
2019 Q4	–	Sell	-34,600	Closed	-$29K	–	6357
2019 Q3	$29K	Buy	+34,600	New	+$1.69M	﹤0.01%	5710
2017 Q2	–	Sell	-150,000	Closed	-$241K	–	6225
2017 Q1	$241K	Buy	+150,000	New	+$4.51M	﹤0.01%	4699
2015 Q4	–	Sell	-132,266	Closed	-$205K	–	6224
2015 Q3	$205K	Buy	+132,266	New	+$4.78M	﹤0.01%	4453

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

Wells Fargo's BX Position: Q1 2026 in Review

Wells Fargo increased its Blackstone (BX) stake by 11% in Q1 2026, buying an estimated $71.6M and bringing the position to 5,566,780 shares worth $640M. The position accounts for 0.12% of the portfolio, ranked #164.

Wells Fargo first reported a position in BX in Q2 2013 and has held it in 52 quarters since. The position peaked at $881M in Q3 2025. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Wells Fargo held 5,566,780 shares of Blackstone worth $640M as of Q1 2026.
Wells Fargo bought 550,053 Blackstone shares in Q1 2026, an estimated $71.6M.
Blackstone made up 0.12% of Wells Fargo's portfolio in Q1 2026, its #164 holding.
Wells Fargo first reported a position in Blackstone in Q2 2013 and has held it in 52 quarters since.
Wells Fargo's Blackstone position peaked at $881M in Q3 2025.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.