West Branch Capital’s Blackstone BX Stock Holding History

West Branch Capital’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	$31.4K	Buy	267 +266	+26,600%	+$32K	0.01%	163
2026 Q1	$115	Hold	1	–	–	﹤0.01%	373
2025 Q4	$155	Hold	1	–	–	﹤0.01%	408
2025 Q3	$171	Hold	1	–	–	﹤0.01%	440
2025 Q2	$150	Hold	1	–	–	﹤0.01%	461
2025 Q1	$140	Hold	1	–	–	﹤0.01%	493
2024 Q4	$173	Hold	1	–	–	﹤0.01%	484
2024 Q3	$154	Buy	+1	New	+$139	﹤0.01%	491
2022 Q2	–	Sell	-171	Closed	-$22K	–	426
2022 Q1	$22K	Hold	171	–	–	0.01%	239
2021 Q4	$22K	Buy	+171	New	+$22.8K	0.01%	256

Other funds holding BX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

West Branch Capital's BX Position: Q2 2026 in Review

West Branch Capital increased its Blackstone (BX) stake by 26,600% in Q2 2026, buying an estimated $32K and bringing the position to 267 shares worth $31.4K. The position accounts for 0.01% of the portfolio, ranked #163.

West Branch Capital first reported a position in BX in Q4 2021 and has held it in 10 quarters since. 558 funds tracked by Wall St. Rank hold BX as of Q2 2026.

West Branch Capital held 267 shares of Blackstone worth $31.4K as of Q2 2026.
West Branch Capital bought 266 Blackstone shares in Q2 2026, an estimated $32K.
Blackstone made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #163 holding.
West Branch Capital first reported a position in Blackstone in Q4 2021 and has held it in 10 quarters since.
558 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.