Western Financial Corp’s Blackstone BX Stock Holding History

Western Financial Corp’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	–	Sell	-4,502	Closed	-$694K	–	132
2025 Q4	$694K	Sell	4,502 -127	-3%	-$19.3K	0.28%	79
2025 Q3	$791K	Sell	4,629 -41	-0.9%	-$7.03K	0.34%	73
2025 Q2	$699K	Buy	4,670 +229	+5%	+$31.5K	0.37%	78
2025 Q1	$621K	Buy	4,441 +829	+23%	+$135K	0.36%	82
2024 Q4	$623K	Buy	+3,612	New	+$629K	0.34%	76

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

Western Financial Corp's BX Position: Q1 2026 in Review

Western Financial Corp sold out of Blackstone (BX) in Q1 2026, closing a stake of 4,502 shares — an estimated $694K sold.

Western Financial Corp first reported a position in BX in Q4 2024 and held it in 5 quarters. The position peaked at $791K in Q3 2025. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Western Financial Corp reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Western Financial Corp sold 4,502 Blackstone shares in Q1 2026, an estimated $694K.
Western Financial Corp first reported a position in Blackstone in Q4 2024 and held it in 5 quarters.
Western Financial Corp's Blackstone position peaked at $791K in Q3 2025.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Western Financial Corp's 13F filing for Q1 2026, filed 23 Apr 2026.