Advantage Trust Company’s Blackstone BX Stock Holding History

Advantage Trust Company’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	$27.1K	Hold	230	–	–	0.01%	137
2026 Q1	$26.4K	Hold	230	–	–	0.01%	92
2025 Q4	$35.5K	Hold	230	–	–	0.02%	87
2025 Q3	$39.3K	Hold	230	–	–	0.02%	118
2025 Q2	$34.4K	Hold	230	–	–	0.02%	142
2025 Q1	$32.1K	Hold	230	–	–	0.02%	116
2024 Q4	$39.7K	Hold	230	–	–	0.02%	117
2024 Q3	$35.2K	Hold	230	–	–	0.02%	114
2024 Q2	$28.5K	Hold	230	–	–	0.02%	131
2024 Q1	$30.2K	Hold	230	–	–	0.02%	128
2023 Q4	$30.1K	Buy	+230	New	+$24.9K	0.02%	133

Other funds holding BX

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

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

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Advantage Trust Company's BX Position: Q2 2026 in Review

Advantage Trust Company held its Blackstone (BX) position steady in Q2 2026 at 230 shares worth $27.1K. The position accounts for 0.01% of the portfolio, ranked #137.

Advantage Trust Company first reported a position in BX in Q4 2023 and has held it in 11 quarters since. The position peaked at $39.7K in Q4 2024. 646 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Advantage Trust Company held 230 shares of Blackstone worth $27.1K as of Q2 2026.
Advantage Trust Company left its Blackstone share count unchanged in Q2 2026.
Blackstone made up 0.01% of Advantage Trust Company's portfolio in Q2 2026, its #137 holding.
Advantage Trust Company first reported a position in Blackstone in Q4 2023 and has held it in 11 quarters since.
Advantage Trust Company's Blackstone position peaked at $39.7K in Q4 2024.
646 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.