Benchmark Financial Wealth Advisors’s Blackstone BX Stock Holding History

Benchmark Financial 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	$1.38M	Buy	11,730 +135	+1%	+$16.2K	0.34%	44
2026 Q1	$1.33M	Buy	11,595 +3,847	+50%	+$501K	0.37%	40
2025 Q4	$1.19M	Buy	7,748 +69	+0.9%	+$10.5K	0.34%	44
2025 Q3	$1.31M	Buy	7,679 +72	+0.9%	+$12.3K	0.39%	38
2025 Q2	$1.14M	Buy	7,607 +46	+0.6%	+$6.32K	0.38%	39
2025 Q1	$1.06M	Buy	7,561 +75	+1%	+$12.2K	0.4%	37
2024 Q4	$1.29M	Buy	7,486 +38	+0.5%	+$6.62K	0.41%	34
2024 Q3	$1.14M	Buy	7,448 +46	+0.6%	+$6.38K	0.38%	32
2024 Q2	$916K	Buy	7,402 +51	+0.7%	+$6.28K	0.34%	34
2024 Q1	$966K	Buy	7,351 +54	+0.7%	+$6.74K	0.37%	32
2023 Q4	$955K	Buy	7,297 +60	+0.8%	+$6.49K	0.41%	31
2023 Q3	$775K	Buy	7,237 +56	+0.8%	+$5.83K	0.36%	33
2023 Q2	$668K	Buy	7,181 +2,734	+61%	+$236K	0.31%	33
2023 Q1	$391K	Buy	4,447 +42	+1%	+$3.71K	0.2%	41
2022 Q4	$327K	Buy	4,405 +44	+1%	+$3.8K	0.18%	50
2022 Q3	$365K	Buy	4,361 +280	+7%	+$27.1K	0.21%	44
2022 Q2	$372K	Buy	4,081 +150	+4%	+$16.2K	0.19%	42
2022 Q1	$499K	Buy	3,931 +42	+1%	+$5.12K	0.21%	44
2021 Q4	$503K	Buy	3,889 +29	+0.8%	+$3.87K	0.21%	37
2021 Q3	$449K	Buy	3,860 +23	+0.6%	+$2.67K	0.21%	41
2021 Q2	$373K	Buy	3,837 +36	+0.9%	+$3.2K	0.18%	44
2021 Q1	$283K	Buy	3,801 +51	+1%	+$3.52K	0.15%	46
2020 Q4	$243K	Buy	+3,750	New	+$218K	0.13%	58
2020 Q3	–	Sell	-3,688	Closed	-$209K	–	63
2020 Q2	$209K	Buy	+3,688	New	+$194K	0.15%	50
2020 Q1	–	Sell	-3,626	Closed	-$203K	–	38
2019 Q4	$203K	Buy	+3,626	New	+$188K	0.17%	36

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Benchmark Financial Wealth Advisors's BX Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors increased its Blackstone (BX) stake by 1.2% in Q2 2026, buying an estimated $16.2K and bringing the position to 11,730 shares worth $1.38M. The position accounts for 0.34% of the portfolio, ranked #44.

Benchmark Financial Wealth Advisors first reported a position in BX in Q4 2019 and has held it in 25 quarters since. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Benchmark Financial Wealth Advisors held 11,730 shares of Blackstone worth $1.38M as of Q2 2026.
Benchmark Financial Wealth Advisors bought 135 Blackstone shares in Q2 2026, an estimated $16.2K.
Blackstone made up 0.34% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #44 holding.
Benchmark Financial Wealth Advisors first reported a position in Blackstone in Q4 2019 and has held it in 25 quarters since.
2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.