BW
BX icon

Balance Wealth’s Blackstone BX Stock Holding History

Balance Wealth’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 		$311K Buy
2,645
+751
+40% +$90.2K 0.08% 126
2026
Q1 		$218K Buy
1,894
+390
+26% +$50.7K 0.07% 139
2025
Q4 		$232K Buy
1,504
+311
+26% +$47.3K 0.07% 131
2025
Q3 		$204K Buy
+1,193
New +$204K 0.05% 133

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

Balance Wealth's BX Position: Q2 2026 in Review

Balance Wealth increased its Blackstone (BX) stake by 40% in Q2 2026, buying an estimated $90.2K and bringing the position to 2,645 shares worth $311K. The position accounts for 0.08% of the portfolio, ranked #126.

Balance Wealth first reported a position in BX in Q3 2025 and has held it in 4 quarters since. 645 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Balance Wealth held 2,645 shares of Blackstone worth $311K as of Q2 2026.
  • Balance Wealth bought 751 Blackstone shares in Q2 2026, an estimated $90.2K.
  • Blackstone made up 0.08% of Balance Wealth's portfolio in Q2 2026, its #126 holding.
  • Balance Wealth first reported a position in Blackstone in Q3 2025 and has held it in 4 quarters since.
  • 645 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.