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Portside Wealth Group, LLC

SEC CIK
0001978608
Latest filing
Jul 14, 2026

BX holding history

Blackstone Inc. in every 13F filed by Portside Wealth Group, 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)
2,752
Value
$323.8K
% of portfolio
<0.1%
Quarters held
10
Since Q3 2023
Holdings of BX by Portside Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,752$323.8K<0.1%+1,004+57.4%AddedHolders
Q1 20261,748$201.0K<0.1%+158+9.9%AddedHolders
Q4 20251,590$245.1K<0.1%+48+3.1%AddedHolders
Q3 20251,542$263.5K<0.1%+50+3.4%AddedHolders
Q2 20251,492$223.2K<0.1%+1,492NewHolders
Q1 20250$00.0%−1,310−100.0%Sold outHolders
Q4 20241,310$225.9K<0.1%−5−0.4%ReducedHolders
Q3 20241,315$201.4K<0.1%+1,315NewHolders
Q2 20240$00.0%−1,731−100.0%Sold outHolders
Q1 20241,731$227.4K<0.1%−288−14.3%ReducedHolders
Q4 20232,019$264.3K<0.1%−26−1.3%ReducedHolders
Q3 20232,045$219.0K<0.1%+2,045NewHolders