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XML Financial’s Blackstone BX Stock Holding History

XML Financial’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 		$1.79M Sell
15,244
-2,557
-14% -$307K 0.13% 137
2026
Q1 		$2.05M Buy
17,801
+242
+1% +$31.5K 0.17% 122
2025
Q4 		$2.71M Buy
17,559
+630
+4% +$95.7K 0.22% 95
2025
Q3 		$2.89M Buy
16,929
+511
+3% +$87.5K 0.24% 92
2025
Q2 		$2.46M Buy
16,418
+1,249
+8% +$172K 0.21% 101
2025
Q1 		$2.12M Buy
15,169
+68
+0.5% +$11K 0.2% 111
2024
Q4 		$2.6M Sell
15,101
-209
-1% -$36.4K 0.24% 95
2024
Q3 		$2.34M Sell
15,310
-466
-3% -$64.6K 0.22% 104
2024
Q2 		$1.95M Sell
15,776
-687
-4% -$84.5K 0.2% 113
2024
Q1 		$2.16M Sell
16,463
-2,227
-12% -$278K 0.22% 109
2023
Q4 		$2.45M Sell
18,690
-154
-0.8% -$16.7K 0.26% 100
2023
Q3 		$2.02M Sell
18,844
-469
-2% -$48.8K 0.24% 101
2023
Q2 		$1.8M Buy
19,313
+2,738
+17% +$237K 0.21% 110
2023
Q1 		$1.46M Buy
16,575
+1,508
+10% +$133K 0.18% 120
2022
Q4 		$1.12M Buy
15,067
+2,011
+15% +$174K 0.14% 139
2022
Q3 		$1.09M Buy
13,056
+10,083
+339% +$976K 0.15% 133
2022
Q2 		$271K Sell
2,973
-1,527
-34% -$165K 0.06% 182
2022
Q1 		$571K Buy
4,500
+448
+11% +$54.6K 0.07% 193
2021
Q4 		$524K Buy
4,052
+161
+4% +$21.5K 0.06% 198
2021
Q3 		$453K Buy
+3,891
New +$452K 0.06% 206
2021
Q2 		– Sell
-2,930
Closed -$218K – 228
2021
Q1 		$218K Buy
+2,930
New +$202K 0.05% 196
2020
Q1 		– Sell
-3,612
Closed -$202K – 175
2019
Q4 		$202K Buy
+3,612
New +$187K 0.07% 169

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

XML Financial's BX Position: Q2 2026 in Review

XML Financial reduced its Blackstone (BX) stake by 14% in Q2 2026, selling an estimated $307K and leaving 15,244 shares worth $1.79M. The position accounts for 0.13% of the portfolio, ranked #137.

XML Financial first reported a position in BX in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.89M in Q3 2025. 2,152 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • XML Financial held 15,244 shares of Blackstone worth $1.79M as of Q2 2026.
  • XML Financial sold 2,557 Blackstone shares in Q2 2026, an estimated $307K.
  • Blackstone made up 0.13% of XML Financial's portfolio in Q2 2026, its #137 holding.
  • XML Financial first reported a position in Blackstone in Q4 2019 and has held it in 22 quarters since.
  • XML Financial's Blackstone position peaked at $2.89M in Q3 2025.
  • 2,152 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.