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Cooper Financial Group’s Blackstone BX Stock Holding History

Cooper Financial 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
2021
Q4 		– Sell
-1,800
Closed -$10K – 239
2021
Q3 		$10K Buy
+1,800
New +$209K ﹤0.01% 246

Other funds holding BX

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return

Cooper Financial Group's BX Position: Q3 2026 in Review

Cooper Financial Group reduced its Blackstone (BX) stake by 2.4% in Q3 2026, selling an estimated $33.5K and leaving 10,527 shares worth $1.18M. The position accounts for 0.09% of the portfolio, ranked #153.

Cooper Financial Group first reported a position in BX in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.84M in Q3 2025. 98 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Cooper Financial Group held 10,527 shares of Blackstone worth $1.18M as of Q3 2026.
  • Cooper Financial Group sold 256 Blackstone shares in Q3 2026, an estimated $33.5K.
  • Blackstone made up 0.09% of Cooper Financial Group's portfolio in Q3 2026, its #153 holding.
  • Cooper Financial Group first reported a position in Blackstone in Q4 2019 and has held it in 28 quarters since.
  • Cooper Financial Group's Blackstone position peaked at $1.84M in Q3 2025.
  • 98 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.