Cornerstone Advisory
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Cornerstone Advisory’s Blackstone BX Stock Holding History

Cornerstone Advisory’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
Q3 		$5.48M Sell
48,907
-1,726
-3% -$226K 0.43% 45
2026
Q2 		$5.96M Buy
50,633
+19,390
+62% +$2.33M 0.49% 44
2026
Q1 		$3.59M Buy
31,243
+27,088
+652% +$3.52M 0.34% 54
2025
Q4 		$640K Buy
4,155
+136
+3% +$20.7K 0.06% 137
2025
Q3 		$687K Sell
4,019
-69
-2% -$11.8K 0.07% 122
2025
Q2 		$612K Sell
4,088
-35
-0.8% -$4.81K 0.07% 133
2025
Q1 		$553K Sell
4,123
-107
-3% -$17.4K 0.06% 132
2024
Q4 		$697K Buy
4,230
+481
+13% +$83.8K 0.08% 117
2024
Q3 		$574K Buy
3,749
+25
+0.7% +$3.47K 0.08% 121
2024
Q2 		$461K Sell
3,724
-952
-20% -$117K 0.06% 133
2024
Q1 		$614K Buy
4,676
+561
+14% +$70.1K 0.09% 126
2023
Q4 		$539K Buy
4,115
+182
+5% +$19.7K 0.08% 134
2023
Q3 		$421K Buy
3,933
+37
+0.9% +$3.85K 0.07% 141
2023
Q2 		$362K Buy
3,896
+8
+0.2% +$691 0.06% 155
2023
Q1 		$341K Buy
3,888
+479
+14% +$42.3K 0.06% 162
2022
Q4 		$253K Buy
3,409
+198
+6% +$17.1K 0.05% 174
2022
Q3 		$269K Buy
3,211
+3
+0.1% +$291 0.06% 162
2022
Q2 		$293K Sell
3,208
-2,025
-39% -$219K 0.07% 153
2022
Q1 		$665K Buy
5,233
+883
+20% +$108K 0.1% 146
2021
Q4 		$563K Sell
4,350
-50
-1% -$6.67K 0.08% 166
2021
Q3 		$512K Buy
4,400
+1,700
+63% +$197K 0.08% 160
2021
Q2 		$262K Buy
+2,700
New +$240K 0.04% 194

Other funds holding BX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Cryder Capital Partners
Cryder Capital Partners London, United Kingdom $1.57B AUM 4.27% 1-Year Est. Return

Cornerstone Advisory's BX Position: Q3 2026 in Review

Cornerstone Advisory reduced its Blackstone (BX) stake by 3.4% in Q3 2026, selling an estimated $226K and leaving 48,907 shares worth $5.48M. The position accounts for 0.43% of the portfolio, ranked #45.

Cornerstone Advisory first reported a position in BX in Q2 2021 and has held it in 22 quarters since. The position peaked at $5.96M in Q2 2026. 1,272 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Cornerstone Advisory held 48,907 shares of Blackstone worth $5.48M as of Q3 2026.
  • Cornerstone Advisory sold 1,726 Blackstone shares in Q3 2026, an estimated $226K.
  • Blackstone made up 0.43% of Cornerstone Advisory's portfolio in Q3 2026, its #45 holding.
  • Cornerstone Advisory first reported a position in Blackstone in Q2 2021 and has held it in 22 quarters since.
  • Cornerstone Advisory's Blackstone position peaked at $5.96M in Q2 2026.
  • 1,272 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.