AIS
BX icon

Advocate Investing Services’s Blackstone BX Stock Holding History

Advocate Investing Services’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 		$213K Hold
1,812
– – 0.16% 96
2026
Q1 		$208K Hold
1,812
– – 0.18% 96
2025
Q4 		$279K Buy
+1,812
New +$275K 0.25% 75

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

Advocate Investing Services's BX Position: Q2 2026 in Review

Advocate Investing Services held its Blackstone (BX) position steady in Q2 2026 at 1,812 shares worth $213K. The position accounts for 0.16% of the portfolio, ranked #96.

Advocate Investing Services first reported a position in BX in Q4 2025 and has held it in 3 quarters since. The position peaked at $279K in Q4 2025. 2,148 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Advocate Investing Services held 1,812 shares of Blackstone worth $213K as of Q2 2026.
  • Advocate Investing Services left its Blackstone share count unchanged in Q2 2026.
  • Blackstone made up 0.16% of Advocate Investing Services's portfolio in Q2 2026, its #96 holding.
  • Advocate Investing Services first reported a position in Blackstone in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's Blackstone position peaked at $279K in Q4 2025.
  • 2,148 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.