CAI
BX icon

Capital Advisors Inc’s Blackstone BX Stock Holding History

Capital Advisors Inc’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 		$39.7M Buy
337,510
+87,885
+35% +$10.6M 0.58% 65
2026
Q1 		$28.7M Buy
249,625
+81,198
+48% +$10.6M 0.46% 73
2025
Q4 		$26M Buy
168,427
+3,371
+2% +$512K 0.42% 81
2025
Q3 		$28.2M Sell
165,056
-62,423
-27% -$10.7M 0.47% 77
2025
Q2 		$34M Buy
227,479
+3,888
+2% +$534K 0.61% 64
2025
Q1 		$31.3M Buy
223,591
+1,794
+0.8% +$291K 0.62% 66
2024
Q4 		$38.2M Sell
221,797
-1,724
-0.8% -$300K 0.76% 53
2024
Q3 		$34.2M Sell
223,521
-119,572
-35% -$16.6M 0.69% 60
2024
Q2 		$42.5M Buy
343,093
+7,887
+2% +$971K 0.88% 44
2024
Q1 		$44M Buy
335,206
+4,995
+2% +$624K 0.94% 38
2023
Q4 		$43.2M Sell
330,211
-505
-0.2% -$54.6K 0.97% 31
2023
Q3 		$35.4M Buy
330,716
+5,584
+2% +$581K 0.93% 43
2023
Q2 		$30.2M Buy
325,132
+83,484
+35% +$7.21M 0.77% 55
2023
Q1 		$21.2M Buy
241,648
+3,739
+2% +$330K 0.57% 73
2022
Q4 		$17.7M Buy
237,909
+4,930
+2% +$426K 0.5% 76
2022
Q3 		$19.6M Buy
232,979
+5,683
+3% +$550K 0.61% 66
2022
Q2 		$20.7M Buy
227,296
+40,416
+22% +$4.36M 0.62% 59
2022
Q1 		$23.7M Sell
186,880
-64,391
-26% -$7.85M 0.65% 63
2021
Q4 		$32.5M Buy
251,271
+2,109
+0.8% +$281K 0.87% 43
2021
Q3 		$29M Sell
249,162
-133,784
-35% -$15.5M 0.86% 45
2021
Q2 		$37.2M Sell
382,946
-175
-0% -$15.5K 1.11% 24
2021
Q1 		$28.6M Buy
383,121
+52,813
+16% +$3.65M 0.94% 41
2020
Q4 		$21.4M Sell
330,308
-1,535
-0.5% -$89.4K 0.76% 52
2020
Q3 		$17.3M Sell
331,843
-535
-0.2% -$28.6K 0.7% 57
2020
Q2 		$17.6M Sell
332,378
-6,030
-2% -$317K 0.73% 54
2020
Q1 		$15.4M Buy
338,408
+25,424
+8% +$1.41M 0.84% 42
2019
Q4 		$17.5M Buy
+312,984
New +$16.2M 0.76% 45
2015
Q3 		– Sell
-5,095
Closed -$204K – 127
2015
Q2 		$204K Buy
+5,095
New +$209K 0.04% 111

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Advisors Inc's BX Position: Q2 2026 in Review

Capital Advisors Inc increased its Blackstone (BX) stake by 35% in Q2 2026, buying an estimated $10.6M and bringing the position to 337,510 shares worth $39.7M. The position accounts for 0.58% of the portfolio, ranked #65.

Capital Advisors Inc first reported a position in BX in Q2 2015 and has held it in 28 quarters since. The position peaked at $44M in Q1 2024. 2,139 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Capital Advisors Inc held 337,510 shares of Blackstone worth $39.7M as of Q2 2026.
  • Capital Advisors Inc bought 87,885 Blackstone shares in Q2 2026, an estimated $10.6M.
  • Blackstone made up 0.58% of Capital Advisors Inc's portfolio in Q2 2026, its #65 holding.
  • Capital Advisors Inc first reported a position in Blackstone in Q2 2015 and has held it in 28 quarters since.
  • Capital Advisors Inc's Blackstone position peaked at $44M in Q1 2024.
  • 2,139 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.