Skip to main content

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

BX holding history

Blackstone Inc. in every 13F filed by Personal Cfo Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BX overviewAll 13F holders of BXFull Q2 2026 holdings

Shares (Q2 2026)
3,960
Value
$466.0K
% of portfolio
0.1%
Quarters held
15
Since Q1 2022
Holdings of BX by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,960$466.0K0.1%+597+17.8%AddedHolders
Q1 20263,363$386.7K0.1%−958−22.2%ReducedHolders
Q4 20254,321$666.1K0.1%−56−1.3%ReducedHolders
Q3 20254,377$747.9K0.1%−446−9.2%ReducedHolders
Q2 20254,823$721.4K0.1%+184+4.0%AddedHolders
Q1 20254,639$648.5K0.1%+165+3.7%AddedHolders
Q4 20244,474$771.4K0.2%+845+23.3%AddedHolders
Q3 20243,629$555.8K0.1%+152+4.4%AddedHolders
Q2 20243,477$430.5K0.1%+529+17.9%AddedHolders
Q1 20242,948$387.4K0.1%+378+14.7%AddedHolders
Q4 20232,570$336.5K0.1%+65+2.6%AddedHolders
Q3 20232,505$268.4K0.1%−134−5.1%ReducedHolders
Q2 20232,639$245.3K<0.1%+152+6.1%AddedHolders
Q1 20232,487$218.4K<0.1%+2,487NewHolders
Q2 20220$00.0%−2,086−100.0%Sold outHolders
Q1 20222,086$265.0K0.1%+2,086NewHolders