Alpine Bank Wealth Management’s Blackstone BX Stock Holding History

Alpine Bank Wealth Management’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 Q4	–	Sell	-718	Closed	-$123K	–	182
2025 Q3	$123K	Buy	718 +90	+14%	+$15.4K	0.02%	183
2025 Q2	$93.9K	Sell	628 -1,250	-67%	-$172K	0.01%	195
2025 Q1	$263K	Buy	+1,878	New	+$305K	0.04%	122
2024 Q3	$96.2K	Buy	+628	New	+$87.1K	0.02%	193

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Norges Bank Oslo, Norway $935B AUM

Alpine Bank Wealth Management's BX Position: Q4 2025 in Review

Alpine Bank Wealth Management sold out of Blackstone (BX) in Q4 2025, closing a stake of 718 shares — an estimated $123K sold.

Alpine Bank Wealth Management first reported a position in BX in Q3 2024 and held it in 4 quarters. The position peaked at $263K in Q1 2025. 2,283 funds tracked by Wall St. Rank hold BX as of Q4 2025.

Alpine Bank Wealth Management reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
Alpine Bank Wealth Management sold 718 Blackstone shares in Q4 2025, an estimated $123K.
Alpine Bank Wealth Management first reported a position in Blackstone in Q3 2024 and held it in 4 quarters.
Alpine Bank Wealth Management's Blackstone position peaked at $263K in Q1 2025.
2,283 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.