Advisor Resource Council’s Blackstone BX Stock Holding History

Advisor Resource Council’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
2025 Q2	–	Sell	-1,469	Closed	-$205K	–	241
2025 Q1	$205K	Buy	+1,469	New	+$238K	0.02%	547
2022 Q1	–	Sell	-7,821	Closed	-$1.01M	–	260
2021 Q4	$1.01M	Buy	+7,821	New	+$1.04M	0.08%	240

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Advisor Resource Council's BX Position: Q2 2025 in Review

Advisor Resource Council sold out of Blackstone (BX) in Q2 2025, closing a stake of 1,469 shares — an estimated $205K sold.

Advisor Resource Council first reported a position in BX in Q4 2021 and held it in 2 quarters. The position peaked at $1.01M in Q4 2021. 2,115 funds tracked by Wall St. Rank hold BX as of Q2 2025.

Advisor Resource Council reported no remaining Blackstone position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 1,469 Blackstone shares in Q2 2025, an estimated $205K.
Advisor Resource Council first reported a position in Blackstone in Q4 2021 and held it in 2 quarters.
Advisor Resource Council's Blackstone position peaked at $1.01M in Q4 2021.
2,115 funds tracked by Wall St. Rank held Blackstone as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.