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Brown Financial Advisors’s Blackstone BX Stock Holding History

Brown Financial 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
2025
Q3 		– Sell
-2,885
Closed -$432K – 152
2025
Q2 		$432K Buy
2,885
+10
+0.3% +$1.37K 0.17% 119
2025
Q1 		$402K Buy
2,875
+421
+17% +$68.3K 0.17% 124
2024
Q4 		$423K Sell
2,454
-926
-27% -$161K 0.17% 117
2024
Q3 		$518K Sell
3,380
-2,434
-42% -$338K 0.21% 98
2024
Q2 		$720K Buy
+5,814
New +$715K 0.32% 99

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Brown Financial Advisors's BX Position: Q3 2025 in Review

Brown Financial Advisors sold out of Blackstone (BX) in Q3 2025, closing a stake of 2,885 shares — an estimated $432K sold.

Brown Financial Advisors first reported a position in BX in Q2 2024 and held it in 5 quarters. The position peaked at $720K in Q2 2024. 2,208 funds tracked by Wall St. Rank hold BX as of Q3 2025.

  • Brown Financial Advisors reported no remaining Blackstone position as of Q3 2025 after selling out during the quarter.
  • Brown Financial Advisors sold 2,885 Blackstone shares in Q3 2025, an estimated $432K.
  • Brown Financial Advisors first reported a position in Blackstone in Q2 2024 and held it in 5 quarters.
  • Brown Financial Advisors's Blackstone position peaked at $720K in Q2 2024.
  • 2,208 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

Based on Brown Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.