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Centerpoint Advisory Group’s Blackstone BX Stock Holding History

Centerpoint Advisory Group’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
Q1 		– Sell
-1,597
Closed -$246K – 110
2025
Q4 		$246K Hold
1,597
– – 0.19% 89
2025
Q3 		$273K Hold
1,597
– – 0.21% 84
2025
Q2 		$239K Hold
1,597
– – 0.21% 88
2025
Q1 		$223K Hold
1,597
– – 0.22% 85
2024
Q4 		$275K Buy
+1,597
New +$278K 0.27% 75

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

Centerpoint Advisory Group's BX Position: Q1 2026 in Review

Centerpoint Advisory Group sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,597 shares — an estimated $246K sold.

Centerpoint Advisory Group first reported a position in BX in Q4 2024 and held it in 5 quarters. The position peaked at $275K in Q4 2024. 2,139 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Centerpoint Advisory Group reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Centerpoint Advisory Group sold 1,597 Blackstone shares in Q1 2026, an estimated $246K.
  • Centerpoint Advisory Group first reported a position in Blackstone in Q4 2024 and held it in 5 quarters.
  • Centerpoint Advisory Group's Blackstone position peaked at $275K in Q4 2024.
  • 2,139 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Centerpoint Advisory Group's 13F filing for Q1 2026, filed 29 Apr 2026.