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Arlington Financial Advisors’s Blackstone BX Stock Holding History

Arlington Financial 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
2025
Q2 		– Sell
-1,750
Closed -$245K – 87
2025
Q1 		$245K Buy
+1,750
New +$284K 0.04% 99
2021
Q4 		– Sell
-2,750
Closed -$320K – 81
2021
Q3 		$320K Hold
2,750
– – 0.13% 50
2021
Q2 		$267K Buy
+2,750
New +$244K 0.1% 56

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Arlington Financial Advisors's BX Position: Q2 2025 in Review

Arlington Financial Advisors sold out of Blackstone (BX) in Q2 2025, closing a stake of 1,750 shares — an estimated $245K sold.

Arlington Financial Advisors first reported a position in BX in Q2 2021 and held it in 3 quarters. The position peaked at $320K in Q3 2021. 2,115 funds tracked by Wall St. Rank hold BX as of Q2 2025.

  • Arlington Financial Advisors reported no remaining Blackstone position as of Q2 2025 after selling out during the quarter.
  • Arlington Financial Advisors sold 1,750 Blackstone shares in Q2 2025, an estimated $245K.
  • Arlington Financial Advisors first reported a position in Blackstone in Q2 2021 and held it in 3 quarters.
  • Arlington Financial Advisors's Blackstone position peaked at $320K in Q3 2021.
  • 2,115 funds tracked by Wall St. Rank held Blackstone as of Q2 2025.

Based on Arlington Financial Advisors's 13F filing for Q2 2025, filed 28 Jul 2025.