Archford Capital Strategies’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-1,542
Closed -$238K 347
2025
Q4
$238K Buy
1,542
+148
+11% +$22.5K 0.03% 309
2025
Q3
$238K Sell
1,394
-963
-41% -$165K 0.03% 297
2025
Q2
$353K Buy
+2,357
New +$324K 0.05% 253
2025
Q1
Sell
-1,301
Closed -$224K 292
2024
Q4
$224K Buy
1,301
+3
+0.2% +$523 0.03% 251
2024
Q3
$202K Buy
+1,298
New +$180K 0.03% 251
2022
Q3
Sell
-2,346
Closed -$214K 275
2022
Q2
$214K Hold
2,346
0.05% 248
2022
Q1
$290K Hold
2,346
0.06% 243
2021
Q4
$304K Hold
2,346
0.07% 240
2021
Q3
$273K Hold
2,346
0.06% 260
2021
Q2
$228K Sell
2,346
-880
-27% -$78.2K 0.06% 276
2021
Q1
$257K Sell
3,226
-442
-12% -$30.5K 0.07% 241
2020
Q4
$231K Buy
+3,668
New +$214K 0.05% 250
2020
Q3
Sell
-3,876
Closed -$220K 253
2020
Q2
$220K Buy
+3,876
New +$204K 0.07% 236
2020
Q1
Sell
-10,368
Closed -$580K 217
2019
Q4
$580K Buy
10,368
+5,899
+132% +$306K 0.2% 148
2019
Q3
$218K Buy
+4,469
New +$218K 0.08% 203
2019
Q2
Sell
-4,677
Closed -$164K 555
2019
Q1
$164K Hold
4,677
0.06% 216
2018
Q4
$139K Hold
4,677
0.06% 213
2018
Q3
$178K Hold
4,677
0.06% 210
2018
Q2
$150K Buy
4,677
+73
+2% +$2.32K 0.05% 223
2018
Q1
$147K Buy
+4,604
New +$157K 0.06% 135
2017
Q2
Sell
-5,088
Closed -$151K 259
2017
Q1
$151K Buy
5,088
+2,131
+72% +$64.1K 0.06% 211
2016
Q4
$79K Sell
2,957
-11,074
-79% -$287K 0.03% 219
2016
Q3
$357K Buy
14,031
+898
+7% +$23.7K 0.15% 154
2016
Q2
$323K Buy
13,133
+384
+3% +$10.2K 0.17% 131
2016
Q1
$358K Buy
12,749
+151
+1% +$3.99K 0.17% 143
2015
Q4
$421K Buy
+12,598
New +$402K 0.19% 136

Other funds holding BX

Archford Capital Strategies's BX Position: Q1 2026 in Review

Archford Capital Strategies sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,542 shares — an estimated $238K sold.

Archford Capital Strategies first reported a position in BX in Q4 2015 and held it in 26 quarters. The position peaked at $580K in Q4 2019. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Archford Capital Strategies reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Archford Capital Strategies sold 1,542 Blackstone shares in Q1 2026, an estimated $238K.
  • Archford Capital Strategies first reported a position in Blackstone in Q4 2015 and held it in 26 quarters.
  • Archford Capital Strategies's Blackstone position peaked at $580K in Q4 2019.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Archford Capital Strategies's 13F filing for Q1 2026, filed 15 Apr 2026.