Delta Financial Advisors’s Blackstone BX Stock Holding History

Delta 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
2026 Q1	$201K	Hold	1,748	–	–	0.05%	147
2025 Q4	$269K	Hold	1,748	–	–	0.07%	138
2025 Q3	$299K	Hold	1,748	–	–	0.08%	130
2025 Q2	$261K	Hold	1,748	–	–	0.09%	107
2025 Q1	$244K	Sell	1,748 -6	-0.3%	-$974	0.09%	106
2024 Q4	$302K	Buy	1,754 +6	+0.3%	+$1.04K	0.11%	97
2024 Q3	$268K	Hold	1,748	–	–	0.1%	106
2024 Q2	$216K	Hold	1,748	–	–	0.08%	112
2024 Q1	$230K	Hold	1,748	–	–	0.09%	112
2023 Q4	$229K	Buy	+1,748	New	+$189K	0.1%	110
2022 Q2	–	Sell	-1,748	Closed	-$222K	–	117
2022 Q1	$222K	Sell	1,748 -750	-30%	-$91.5K	0.09%	116
2021 Q4	$323K	Hold	2,498	–	–	0.13%	107
2021 Q3	$291K	Hold	2,498	–	–	0.13%	104
2021 Q2	$243K	Buy	+2,498	New	+$222K	0.11%	109
2020 Q2	–	Sell	-7,044	Closed	-$321K	–	102
2020 Q1	$321K	Buy	+7,044	New	+$390K	0.22%	90
2019 Q4	–	Sell	-9,657	Closed	-$472K	–	115
2019 Q3	$472K	Sell	9,657 -1,068	-10%	-$52.1K	0.19%	98
2019 Q2	$476K	Buy	+10,725	New	+$428K	0.2%	95

Other funds holding BX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Delta Financial Advisors's BX Position: Q1 2026 in Review

Delta Financial Advisors held its Blackstone (BX) position steady in Q1 2026 at 1,748 shares worth $201K. The position accounts for 0.05% of the portfolio, ranked #147.

Delta Financial Advisors first reported a position in BX in Q2 2019 and has held it in 17 quarters since. The position peaked at $476K in Q2 2019. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Delta Financial Advisors held 1,748 shares of Blackstone worth $201K as of Q1 2026.
Delta Financial Advisors left its Blackstone share count unchanged in Q1 2026.
Blackstone made up 0.05% of Delta Financial Advisors's portfolio in Q1 2026, its #147 holding.
Delta Financial Advisors first reported a position in Blackstone in Q2 2019 and has held it in 17 quarters since.
Delta Financial Advisors's Blackstone position peaked at $476K in Q2 2019.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.