Avestar Capital
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Avestar Capital’s Blackstone BX Stock Holding History

Avestar Capital’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
Q3 		$476K Sell
4,248
-309
-7% -$40.4K 0.04% 370
2026
Q2 		$536K Buy
4,557
+2,311
+103% +$278K 0.03% 364
2026
Q1 		$258K Sell
2,246
-3,212
-59% -$418K 0.02% 460
2025
Q4 		$841K Sell
5,458
-805
-13% -$122K 0.05% 252
2025
Q3 		$1.07M Sell
6,263
-426
-6% -$73K 0.07% 207
2025
Q2 		$1M Buy
6,689
+615
+10% +$84.5K 0.07% 211
2025
Q1 		$849K Buy
6,074
+283
+5% +$45.9K 0.07% 217
2024
Q4 		$998K Buy
5,791
+486
+9% +$84.7K 0.08% 174
2024
Q3 		$812K Buy
5,305
+516
+11% +$71.6K 0.08% 184
2024
Q2 		$593K Buy
4,789
+1,351
+39% +$166K 0.06% 225
2024
Q1 		$452K Buy
3,438
+829
+32% +$104K 0.05% 251
2023
Q4 		$342K Buy
+2,609
New +$282K 0.04% 268
2022
Q2 		– Sell
-6,432
Closed -$816K – 305
2022
Q1 		$816K Buy
6,432
+3,484
+118% +$425K 0.13% 150
2021
Q4 		$381K Hold
2,948
– – 0.05% 296
2021
Q3 		$343K Sell
2,948
-9
-0.3% -$1.04K 0.04% 313
2021
Q2 		$287K Sell
2,957
-204
-6% -$18.1K 0.04% 337
2021
Q1 		$281K Sell
3,161
-1,552
-33% -$107K 0.06% 257
2020
Q4 		$305K Sell
4,713
-387
-8% -$22.5K 0.08% 209
2020
Q3 		$269K Sell
5,100
-2,774
-35% -$148K 0.09% 174
2020
Q2 		$446K Sell
7,874
-614
-7% -$32.3K 0.2% 111
2020
Q1 		$387K Buy
+8,488
New +$470K 0.21% 106
2019
Q3 		– Sell
-283
Closed -$12K – 266
2019
Q2 		$12K Hold
283
– – 0.01% 473
2019
Q1 		$9K Sell
283
-300
-51% -$10K 0.01% 484
2018
Q4 		$16K Sell
583
-1,500
-72% -$49.6K 0.01% 361
2018
Q3 		$78K Hold
2,083
– – 0.05% 224
2018
Q2 		$66K Buy
2,083
+1,500
+257% +$47.7K 0.04% 245
2018
Q1 		$18K Hold
583
– – 0.01% 350
2017
Q4 		$18K Buy
+583
New +$19K 0.01% 359

Other funds holding BX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Cryder Capital Partners
Cryder Capital Partners London, United Kingdom $1.57B AUM 4.27% 1-Year Est. Return

Avestar Capital's BX Position: Q3 2026 in Review

Avestar Capital reduced its Blackstone (BX) stake by 6.8% in Q3 2026, selling an estimated $40.4K and leaving 4,248 shares worth $476K. The position accounts for 0.04% of the portfolio, ranked #370.

Avestar Capital first reported a position in BX in Q4 2017 and has held it in 28 quarters since. The position peaked at $1.07M in Q3 2025. 1,246 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Avestar Capital held 4,248 shares of Blackstone worth $476K as of Q3 2026.
  • Avestar Capital sold 309 Blackstone shares in Q3 2026, an estimated $40.4K.
  • Blackstone made up 0.04% of Avestar Capital's portfolio in Q3 2026, its #370 holding.
  • Avestar Capital first reported a position in Blackstone in Q4 2017 and has held it in 28 quarters since.
  • Avestar Capital's Blackstone position peaked at $1.07M in Q3 2025.
  • 1,246 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.