Alpha Financial Partners’s Blackstone BX Stock Holding History

Alpha Financial Partners’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 Q1	$205K	Buy	1,781 +347	+24%	+$45.1K	0.12%	102
2025 Q4	$221K	Buy	1,434 +79	+6%	+$12K	0.13%	92
2025 Q3	$231K	Buy	+1,355	New	+$232K	0.15%	77
2025 Q2	–	Sell	-1,514	Closed	-$212K	–	91
2025 Q1	$212K	Sell	1,514 -11	-0.7%	-$1.78K	0.17%	82
2024 Q4	$263K	Buy	+1,525	New	+$266K	0.21%	59
2024 Q1	–	Sell	-2,090	Closed	-$274K	–	76
2023 Q4	$274K	Sell	2,090 -675	-24%	-$73K	0.27%	49
2023 Q3	$296K	Sell	2,765 -64	-2%	-$6.66K	0.34%	54
2023 Q2	$263K	Sell	2,829 -21	-0.7%	-$1.81K	0.28%	73
2023 Q1	$250K	Buy	+2,850	New	+$252K	0.28%	78

Other funds holding BX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Alpha Financial Partners's BX Position: Q1 2026 in Review

Alpha Financial Partners increased its Blackstone (BX) stake by 24% in Q1 2026, buying an estimated $45.1K and bringing the position to 1,781 shares worth $205K. The position accounts for 0.12% of the portfolio, ranked #102.

Alpha Financial Partners first reported a position in BX in Q1 2023 and has held it in 9 quarters since. The position peaked at $296K in Q3 2023. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Alpha Financial Partners held 1,781 shares of Blackstone worth $205K as of Q1 2026.
Alpha Financial Partners bought 347 Blackstone shares in Q1 2026, an estimated $45.1K.
Blackstone made up 0.12% of Alpha Financial Partners's portfolio in Q1 2026, its #102 holding.
Alpha Financial Partners first reported a position in Blackstone in Q1 2023 and has held it in 9 quarters since.
Alpha Financial Partners's Blackstone position peaked at $296K in Q3 2023.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Alpha Financial Partners's 13F filing for Q1 2026, filed 13 May 2026.