PSI
BX icon

Planning Strategies Inc.’s Blackstone BX Stock Holding History

Planning Strategies Inc.’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 		$10K Buy
+85
New +$10.2K 0.01% 325

Other funds holding BX

SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Mirae Asset Global Investments
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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Planning Strategies Inc.'s BX Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Blackstone (BX) in Q2 2026: 85 shares worth $10K. The stake represents 0.01% of the portfolio and ranks #325 among its holdings.

828 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Planning Strategies Inc. held 85 shares of Blackstone worth $10K as of Q2 2026.
  • Blackstone was a new Planning Strategies Inc. position in Q2 2026.
  • Blackstone made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #325 holding.
  • 828 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.