WhitTier Trust Company’s Blackstone BX Stock Holding History

WhitTier Trust Company’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	$23.5M	Buy	194,465 +1,279	+0.7%	+$154K	0.44%	55
2026 Q1	$21.7M	Buy	193,186 +55,027	+40%	+$7.16M	0.45%	52
2025 Q4	$22.5M	Sell	138,159 -2,204	-2%	-$335K	0.47%	47
2025 Q3	$23.6M	Buy	140,363 +4,539	+3%	+$778K	0.5%	46
2025 Q2	$20.3M	Buy	135,824 +3,636	+3%	+$500K	0.46%	46
2025 Q1	$18.5M	Buy	132,188 +4,262	+3%	+$692K	0.47%	49
2024 Q4	$22.1M	Buy	127,926 +6,333	+5%	+$1.1M	0.54%	42
2024 Q3	$18.6M	Buy	121,593 +7,928	+7%	+$1.1M	0.48%	48
2024 Q2	$14.1M	Buy	113,665 +1,452	+1%	+$179K	0.39%	57
2024 Q1	$14.7M	Buy	112,213 +2,965	+3%	+$370K	0.42%	54
2023 Q4	$14.3M	Sell	109,248 -1,759	-2%	-$190K	0.46%	53
2023 Q3	$11.9M	Buy	111,007 +354	+0.3%	+$36.9K	0.42%	57
2023 Q2	$10.3M	Sell	110,653 -1,328	-1%	-$115K	0.35%	68
2023 Q1	$9.84M	Buy	111,981 +4,322	+4%	+$382K	0.36%	70
2022 Q4	$7.99M	Sell	107,659 -1,880	-2%	-$162K	0.32%	72
2022 Q3	$9.17M	Buy	109,539 +4,609	+4%	+$446K	0.39%	63
2022 Q2	$9.57M	Buy	104,930 +6,151	+6%	+$664K	0.4%	63
2022 Q1	$12.5M	Buy	98,779 +9,031	+10%	+$1.1M	0.45%	49
2021 Q4	$11.6M	Buy	89,748 +4,911	+6%	+$655K	0.42%	57
2021 Q3	$9.87M	Buy	84,837 +2,582	+3%	+$300K	0.4%	59
2021 Q2	$7.99M	Sell	82,255 -675	-0.8%	-$59.9K	0.33%	72
2021 Q1	$6.18M	Buy	82,930 +4,494	+6%	+$310K	0.28%	86
2020 Q4	$5.08M	Buy	78,436 +5,157	+7%	+$300K	0.25%	94
2020 Q3	$3.83M	Buy	73,279 +1,559	+2%	+$83.4K	0.22%	102
2020 Q2	$4.06M	Buy	71,720 +15,260	+27%	+$803K	0.26%	96
2020 Q1	$2.57M	Buy	56,460 +8,450	+18%	+$467K	0.2%	111
2019 Q4	$2.69M	Buy	48,010 +10,541	+28%	+$547K	0.17%	120
2019 Q3	$1.83M	Buy	37,469 +25,174	+205%	+$1.23M	0.13%	148
2019 Q2	$546K	Hold	12,295	–	–	0.04%	273
2019 Q1	$430K	Hold	12,295	–	–	0.03%	292
2018 Q4	$366K	Hold	12,295	–	–	0.03%	303
2018 Q3	$468K	Sell	12,295 -1,105	-8%	-$39.9K	0.03%	276
2018 Q2	$431K	Sell	13,400 -1,500	-10%	-$47.7K	0.03%	279
2018 Q1	$476K	Buy	+14,900	New	+$508K	0.04%	267
2016 Q4	–	Sell	-500	Closed	-$13K	–	958
2016 Q3	$13K	Hold	500	–	–	﹤0.01%	736
2016 Q2	$12K	Hold	500	–	–	﹤0.01%	750
2016 Q1	$14K	Hold	500	–	–	﹤0.01%	729
2015 Q4	$15K	Sell	500 -10	-2%	-$319	﹤0.01%	717
2015 Q3	$16K	Hold	510	–	–	﹤0.01%	714
2015 Q2	$20K	Hold	510	–	–	﹤0.01%	709
2015 Q1	$19K	Hold	510	–	–	﹤0.01%	715
2014 Q4	$17K	Hold	510	–	–	﹤0.01%	728
2014 Q3	$16K	Hold	510	–	–	﹤0.01%	734
2014 Q2	$17K	Hold	510	–	–	﹤0.01%	742
2014 Q1	$17K	Hold	510	–	–	﹤0.01%	764
2013 Q4	$16K	Hold	510	–	–	﹤0.01%	721
2013 Q3	$12K	Hold	510	–	–	﹤0.01%	733
2013 Q2	$11K	Buy	+510	New	+$10.6K	﹤0.01%	731

Other funds holding BX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

WhitTier Trust Company's BX Position: Q2 2026 in Review

WhitTier Trust Company increased its Blackstone (BX) stake by 0.66% in Q2 2026, buying an estimated $154K and bringing the position to 194,465 shares worth $23.5M. The position accounts for 0.44% of the portfolio, ranked #55.

WhitTier Trust Company first reported a position in BX in Q2 2013 and has held it in 48 quarters since. The position peaked at $23.6M in Q3 2025. 962 funds tracked by Wall St. Rank hold BX as of Q2 2026.

WhitTier Trust Company held 194,465 shares of Blackstone worth $23.5M as of Q2 2026.
WhitTier Trust Company bought 1,279 Blackstone shares in Q2 2026, an estimated $154K.
Blackstone made up 0.44% of WhitTier Trust Company's portfolio in Q2 2026, its #55 holding.
WhitTier Trust Company first reported a position in Blackstone in Q2 2013 and has held it in 48 quarters since.
WhitTier Trust Company's Blackstone position peaked at $23.6M in Q3 2025.
962 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.