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BCU Wealth Advisors’s Blackstone BX Stock Holding History

BCU 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 		$364K Sell
3,095
-105
-3% -$12.6K 0.12% 51
2026
Q1 		$368K Hold
3,200
– – 0.14% 45
2025
Q4 		$493K Hold
3,200
– – 0.19% 38
2025
Q3 		$547K Sell
3,200
-700
-18% -$120K 0.22% 33
2025
Q2 		$583K Buy
+3,900
New +$536K 0.26% 34

Other funds holding BX

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
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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

BCU Wealth Advisors's BX Position: Q2 2026 in Review

BCU Wealth Advisors reduced its Blackstone (BX) stake by 3.3% in Q2 2026, selling an estimated $12.6K and leaving 3,095 shares worth $364K. The position accounts for 0.12% of the portfolio, ranked #51.

BCU Wealth Advisors first reported a position in BX in Q2 2025 and has held it in 5 quarters since. The position peaked at $583K in Q2 2025. 402 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • BCU Wealth Advisors held 3,095 shares of Blackstone worth $364K as of Q2 2026.
  • BCU Wealth Advisors sold 105 Blackstone shares in Q2 2026, an estimated $12.6K.
  • Blackstone made up 0.12% of BCU Wealth Advisors's portfolio in Q2 2026, its #51 holding.
  • BCU Wealth Advisors first reported a position in Blackstone in Q2 2025 and has held it in 5 quarters since.
  • BCU Wealth Advisors's Blackstone position peaked at $583K in Q2 2025.
  • 402 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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