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B. Riley Wealth Advisors’s Blackstone BX Stock Holding History

B. Riley Wealth 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
2026
Q2 		$6.38M Buy
55,522
+261
+0.5% +$31.4K 0.34% 67
2026
Q1 		$6.17M Buy
55,261
+14,163
+34% +$1.84M 0.39% 61
2025
Q4 		$6.33M Buy
41,098
+3,690
+10% +$561K 0.29% 73
2025
Q3 		$6.39M Sell
37,408
-3,676
-9% -$630K 0.3% 64
2025
Q2 		$6.15M Buy
+41,084
New +$5.65M 0.29% 73
2024
Q4 		$10.2M Sell
59,310
-13,597
-19% -$2.37M 0.34% 62
2024
Q3 		$11.1M Sell
72,907
-12,259
-14% -$1.7M 0.31% 67
2024
Q2 		$10.5M Buy
85,166
+8,422
+11% +$1.04M 0.27% 78
2024
Q1 		$8.22M Sell
76,744
-559
-0.7% -$69.8K 0.22% 96
2023
Q4 		$10.1M Buy
77,303
+559
+0.7% +$60.5K 0.27% 71
2023
Q3 		$8.22M Buy
76,744
+3,722
+5% +$388K 0.22% 96
2023
Q2 		$6.79M Buy
73,022
+10,063
+16% +$869K 0.15% 141
2023
Q1 		$5.53M Sell
62,959
-7,453
-11% -$658K 0.15% 157
2022
Q4 		$5.22M Sell
70,412
-6,858
-9% -$592K 0.15% 160
2022
Q3 		$6.47M Buy
77,270
+15,989
+26% +$1.55M 0.2% 111
2022
Q2 		$5.59M Sell
61,281
-7,551
-11% -$815K 0.24% 93
2022
Q1 		$8.74M Sell
68,832
-879
-1% -$107K 0.29% 73
2021
Q4 		$9.02M Buy
69,711
+4,040
+6% +$539K 0.26% 81
2021
Q3 		$7.51M Buy
65,671
+7,203
+12% +$836K 0.24% 90
2021
Q2 		$5.52M Sell
58,468
-16,004
-21% -$1.42M 0.18% 132
2021
Q1 		$5.49M Buy
74,472
+26,911
+57% +$1.86M 0.19% 123
2020
Q4 		$3.08M Sell
47,561
-6,939
-13% -$404K 0.16% 139
2020
Q3 		$2.92M Buy
54,500
+10,761
+25% +$576K 0.16% 150
2020
Q2 		$2.48M Sell
43,739
-1,116
-2% -$58.7K 0.17% 142
2020
Q1 		$2.04M Buy
44,855
+17,276
+63% +$956K 0.17% 135
2019
Q4 		$1.54M Buy
27,579
+1,559
+6% +$80.9K 0.13% 178
2019
Q3 		$1.27M Sell
26,020
-152
-0.6% -$7.41K 0.13% 187
2019
Q2 		$1.16M Sell
26,172
-1,646
-6% -$65.6K 0.13% 180
2019
Q1 		$973K Buy
27,818
+3,775
+16% +$126K 0.12% 190
2018
Q4 		$717K Sell
24,043
-80
-0.3% -$2.64K 0.1% 216
2018
Q3 		$919K Buy
24,123
+1,039
+5% +$37.5K 0.11% 205
2018
Q2 		$743K Sell
23,084
-835
-3% -$26.6K 0.1% 225
2018
Q1 		$765K Sell
23,919
-17,827
-43% -$608K 0.11% 210
2017
Q4 		$1.34M Buy
41,746
+14,858
+55% +$484K 0.18% 139
2017
Q3 		$898K Buy
26,888
+4,487
+20% +$148K 0.15% 156
2017
Q2 		$748K Buy
22,401
+2,640
+13% +$82.8K 0.14% 189
2017
Q1 		$587K Sell
19,761
-6,208
-24% -$187K 0.12% 208
2016
Q4 		$702K Sell
25,969
-3,803
-13% -$98.7K 0.14% 174
2016
Q3 		$761K Buy
29,772
+3,384
+13% +$89.3K 0.15% 175
2016
Q2 		$648K Buy
26,388
+5,364
+26% +$143K 0.13% 199
2016
Q1 		$590K Buy
21,024
+1,811
+9% +$47.8K 0.14% 189
2015
Q4 		$562K Sell
19,213
-7,312
-28% -$233K 0.11% 215
2015
Q3 		$825K Buy
26,525
+7,574
+40% +$274K 0.2% 135
2015
Q2 		$761K Sell
18,951
-2,398
-11% -$98.5K 0.19% 145
2015
Q1 		$815K Sell
21,349
-14,446
-40% -$522K 0.2% 139
2014
Q4 		$6.54K Buy
35,795
+19,683
+122% +$616K 0.14% 171
2014
Q3 		$528K Sell
16,112
-26,832
-62% -$873K 0.14% 197
2014
Q2 		$687K Buy
42,944
+23,928
+126% +$738K 0.16% 139
2014
Q1 		$620K Sell
19,016
-194
-1% -$6.19K 0.19% 129
2013
Q4 		$594K Buy
19,210
+4,217
+28% +$115K 0.19% 130
2013
Q3 		$366K Sell
14,993
-6,893
-31% -$153K 0.13% 185
2013
Q2 		$452K Buy
+21,886
New +$455K 0.15% 162

Other funds holding BX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

B. Riley Wealth Advisors's BX Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Blackstone (BX) stake by 0.47% in Q2 2026, buying an estimated $31.4K and bringing the position to 55,522 shares worth $6.38M. The position accounts for 0.34% of the portfolio, ranked #67.

B. Riley Wealth Advisors first reported a position in BX in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.1M in Q3 2024. 708 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • B. Riley Wealth Advisors held 55,522 shares of Blackstone worth $6.38M as of Q2 2026.
  • B. Riley Wealth Advisors bought 261 Blackstone shares in Q2 2026, an estimated $31.4K.
  • Blackstone made up 0.34% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • B. Riley Wealth Advisors first reported a position in Blackstone in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's Blackstone position peaked at $11.1M in Q3 2024.
  • 708 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.