Allworth Financial’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.13M | Sell |
35,067
-6,975
| -17% | -$838K | 0.02% | 387 |
|
|
2026
Q1 | $4.83M | Sell |
42,042
-3,906
| -9% | -$508K | 0.02% | 367 |
|
|
2025
Q4 | $7.08M | Buy |
45,948
+3,663
| +9% | +$557K | 0.03% | 295 |
|
|
2025
Q3 | $7.22M | Buy |
42,285
+6,366
| +18% | +$1.09M | 0.03% | 256 |
|
|
2025
Q2 | $5.37M | Buy |
35,919
+4,207
| +13% | +$578K | 0.03% | 296 |
|
|
2025
Q1 | $4.27M | Sell |
31,712
-4,749
| -13% | -$771K | 0.02% | 277 |
|
|
2024
Q4 | $6.66M | Buy |
36,461
+9,375
| +35% | +$1.63M | 0.04% | 229 |
|
|
2024
Q3 | $4.15M | Sell |
27,086
-2,425
| -8% | -$336K | 0.03% | 230 |
|
|
2024
Q2 | $4.09M | Sell |
29,511
-2,498
| -8% | -$307K | 0.03% | 230 |
|
|
2024
Q1 | $4.21M | Buy |
32,009
+3,882
| +14% | +$485K | 0.03% | 216 |
|
|
2023
Q4 | $3.68M | Buy |
28,127
+2,700
| +11% | +$292K | 0.03% | 224 |
|
|
2023
Q3 | $2.72M | Buy |
25,427
+6,859
| +37% | +$714K | 0.02% | 243 |
|
|
2023
Q2 | $1.73M | Buy |
18,568
+622
| +3% | +$53.7K | 0.01% | 305 |
|
|
2023
Q1 | $1.58M | Sell |
17,946
-5,218
| -23% | -$461K | 0.02% | 291 |
|
|
2022
Q4 | $1.72M | Buy |
23,164
+413
| +2% | +$35.7K | 0.02% | 263 |
|
|
2022
Q3 | $1.9M | Buy |
22,751
+2,902
| +15% | +$281K | 0.02% | 228 |
|
|
2022
Q2 | $1.81M | Buy |
19,849
+61
| +0.3% | +$6.59K | 0.02% | 232 |
|
|
2022
Q1 | $2.51M | Buy |
19,788
+6,529
| +49% | +$796K | 0.03% | 195 |
|
|
2021
Q4 | $1.72M | Buy |
13,259
+6,435
| +94% | +$858K | 0.02% | 218 |
|
|
2021
Q3 | $794K | Buy |
6,824
+1,218
| +22% | +$141K | 0.01% | 262 |
|
|
2021
Q2 | $545K | Buy |
5,606
+342
| +6% | +$30.4K | 0.01% | 251 |
|
|
2021
Q1 | $392K | Buy |
5,264
+4,458
| +553% | +$308K | 0.01% | 270 |
|
|
2020
Q4 | $52K | Sell |
806
-272
| -25% | -$15.8K | ﹤0.01% | 476 |
|
|
2020
Q3 | $56K | Buy |
1,078
+603
| +127% | +$32.3K | ﹤0.01% | 406 |
|
|
2020
Q2 | $27K | Sell |
475
-5,226
| -92% | -$275K | ﹤0.01% | 523 |
|
|
2020
Q1 | $260K | Buy |
5,701
+5,232
| +1,116% | +$289K | 0.01% | 217 |
|
|
2019
Q4 | $26K | Buy |
469
+367
| +360% | +$19K | ﹤0.01% | 473 |
|
|
2019
Q3 | $5K | Buy |
+102
| New | +$4.97K | ﹤0.01% | 671 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 751 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 472 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 457 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 491 |
|
Other funds holding BX
Allworth Financial's BX Position: Q2 2026 in Review
Allworth Financial reduced its Blackstone (BX) stake by 17% in Q2 2026, selling an estimated $838K and leaving 35,067 shares worth $4.13M. The position accounts for 0.02% of the portfolio, ranked #387.
Allworth Financial first reported a position in BX in Q3 2019 and has held it in 28 quarters since. The position peaked at $7.22M in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.
- Allworth Financial held 35,067 shares of Blackstone worth $4.13M as of Q2 2026.
- Allworth Financial sold 6,975 Blackstone shares in Q2 2026, an estimated $838K.
- Blackstone made up 0.02% of Allworth Financial's portfolio in Q2 2026, its #387 holding.
- Allworth Financial first reported a position in Blackstone in Q3 2019 and has held it in 28 quarters since.
- Allworth Financial's Blackstone position peaked at $7.22M in Q3 2025.
- 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.