WNY Asset Management’s Blackstone BX Stock Holding History

WNY Asset Management’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	$424K	Buy	+3,686	New	+$480K	0.04%	168
2025 Q3	$659K	Buy	3,855 +3	+0.1%	+$514	0.06%	124
2025 Q2	$576K	Buy	3,852 +64	+2%	+$8.79K	0.06%	128
2025 Q1	$529K	Sell	3,788 -476	-11%	-$77.3K	0.06%	136
2024 Q4	$735K	Buy	4,264 +1	+0%	+$174	0.09%	106
2024 Q3	$653K	Sell	4,263 -42	-1%	-$5.83K	0.08%	125
2024 Q2	$533K	Sell	4,305 -795	-16%	-$97.8K	0.07%	138
2024 Q1	$670K	Sell	5,100 -1,180	-19%	-$147K	0.1%	121
2023 Q4	$822K	Sell	6,280 -28	-0.4%	-$3.03K	0.14%	101
2023 Q3	$676K	Sell	6,308 -701	-10%	-$73K	0.13%	103
2023 Q2	$652K	Sell	7,009 -466	-6%	-$40.3K	0.14%	96
2023 Q1	$657K	Sell	7,475 -2,000	-21%	-$177K	0.16%	94
2022 Q4	$703K	Buy	9,475 +1,436	+18%	+$124K	0.19%	83
2022 Q3	$670K	Buy	8,039 +88	+1%	+$8.52K	0.24%	81
2022 Q2	$724K	Buy	7,951 +169	+2%	+$18.3K	0.25%	81
2022 Q1	$988K	Buy	7,782 +290	+4%	+$35.4K	0.31%	67
2021 Q4	$970K	Buy	7,492 +62	+0.8%	+$8.27K	0.29%	67
2021 Q3	$866K	Sell	7,430 -505	-6%	-$58.6K	0.3%	69
2021 Q2	$769K	Sell	7,935 -18	-0.2%	-$1.6K	0.28%	71
2021 Q1	$589K	Buy	7,953 +3	+0%	+$207	0.24%	70
2020 Q4	$512K	Buy	+7,950	New	+$463K	0.26%	47

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

WNY Asset Management's BX Position: Q1 2026 in Review

WNY Asset Management opened a new position in Blackstone (BX) in Q1 2026: 3,686 shares worth $424K. The stake represents 0.04% of the portfolio and ranks #168 among its holdings. This is a return to the name: WNY Asset Management previously reported a position in BX as recently as Q3 2025.

WNY Asset Management first reported a position in BX in Q4 2020 and has held it in 21 quarters since. The position peaked at $988K in Q1 2022. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

WNY Asset Management held 3,686 shares of Blackstone worth $424K as of Q1 2026.
Blackstone was a new WNY Asset Management position in Q1 2026.
Blackstone made up 0.04% of WNY Asset Management's portfolio in Q1 2026, its #168 holding.
WNY Asset Management first reported a position in Blackstone in Q4 2020 and has held it in 21 quarters since.
WNY Asset Management's Blackstone position peaked at $988K in Q1 2022.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on WNY Asset Management's 13F filing for Q1 2026, filed 22 May 2026.