Affinity Capital Advisors’s Blackstone BX Stock Holding History

Affinity Capital Advisors’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 Q3	$308K	Buy	2,699 +50	+2%	+$6.54K	0.04%	158
2026 Q2	$327K	Buy	2,649 +49	+2%	+$5.89K	0.04%	137
2026 Q1	$299K	Sell	2,600 -208	-7%	-$27.1K	0.04%	132
2025 Q4	$433K	Buy	2,808 +208	+8%	+$31.6K	0.06%	110
2025 Q3	$433K	Sell	2,600 -300	-10%	-$51.4K	0.07%	105
2025 Q2	$434K	Hold	2,900	–	–	0.07%	107
2025 Q1	$369K	Hold	2,900	–	–	0.07%	107
2024 Q4	$497K	Hold	2,900	–	–	0.09%	92
2024 Q3	$444K	Hold	2,900	–	–	0.09%	103
2024 Q2	$359K	Hold	2,900	–	–	0.08%	110
2024 Q1	$381K	Hold	2,900	–	–	0.08%	109
2023 Q4	$380K	Hold	2,900	–	–	0.09%	101
2023 Q3	$311K	Hold	2,900	–	–	0.09%	101
2023 Q2	$270K	Hold	2,900	–	–	0.07%	102
2023 Q1	$255K	Sell	2,900 -190	-6%	-$16.8K	0.08%	104
2022 Q4	$229K	Hold	3,090	–	–	0.08%	96
2022 Q3	$259K	Hold	3,090	–	–	0.09%	85
2022 Q2	$282K	Sell	3,090 -140	-4%	-$15.1K	0.1%	85
2022 Q1	$410K	Sell	3,230 -10	-0.3%	-$1.22K	0.13%	72
2021 Q4	$419K	Hold	3,240	–	–	0.13%	79
2021 Q3	$377K	Hold	3,240	–	–	0.13%	81
2021 Q2	$315K	Hold	3,240	–	–	0.11%	91
2021 Q1	$241K	Hold	3,240	–	–	0.09%	102
2020 Q4	$210K	Buy	+3,240	New	+$189K	0.09%	108
2020 Q1	–	Sell	-5,100	Closed	-$285K	–	104
2019 Q4	$285K	Buy	+5,100	New	+$265K	0.19%	84

Other funds holding BX

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Affinity Capital Advisors's BX Position: Q3 2026 in Review

Affinity Capital Advisors increased its Blackstone (BX) stake by 1.9% in Q3 2026, buying an estimated $6.54K and bringing the position to 2,699 shares worth $308K. The position accounts for 0.04% of the portfolio, ranked #158.

Affinity Capital Advisors first reported a position in BX in Q4 2019 and has held it in 25 quarters since. The position peaked at $497K in Q4 2024. 627 funds tracked by Wall St. Rank hold BX as of Q3 2026.

Affinity Capital Advisors held 2,699 shares of Blackstone worth $308K as of Q3 2026.
Affinity Capital Advisors bought 50 Blackstone shares in Q3 2026, an estimated $6.54K.
Blackstone made up 0.04% of Affinity Capital Advisors's portfolio in Q3 2026, its #158 holding.
Affinity Capital Advisors first reported a position in Blackstone in Q4 2019 and has held it in 25 quarters since.
Affinity Capital Advisors's Blackstone position peaked at $497K in Q4 2024.
627 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.