Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Blackstone BX Stock Holding History

Dynamic Advisor Solutions’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 		$1.09M Buy
9,692
+210
+2% +$27.5K 0.03% 441
2026
Q2 		$1.12M Buy
9,482
+2,382
+34% +$286K 0.03% 462
2026
Q1 		$816K Sell
7,100
-153
-2% -$19.9K 0.03% 509
2025
Q4 		$1.12M Sell
7,253
-125
-2% -$19K 0.04% 427
2025
Q3 		$1.26M Buy
7,378
+255
+4% +$43.7K 0.04% 413
2025
Q2 		$1.07M Buy
7,123
+285
+4% +$39.2K 0.03% 437
2025
Q1 		$956K Sell
6,838
-272
-4% -$44.2K 0.03% 428
2024
Q4 		$1.23M Sell
7,110
-581
-8% -$101K 0.05% 280
2024
Q3 		$1.18M Sell
7,691
-73
-0.9% -$10.1K 0.04% 414
2024
Q2 		$961K Sell
7,764
-1,387
-15% -$171K 0.03% 469
2024
Q1 		$1.2M Sell
9,151
-8,040
-47% -$1M 0.04% 404
2023
Q4 		$2.1M Buy
17,191
+964
+6% +$104K 0.08% 277
2023
Q3 		$1.74M Sell
16,227
-651
-4% -$67.8K 0.08% 260
2023
Q2 		$1.57M Buy
16,878
+1,072
+7% +$92.6K 0.08% 255
2023
Q1 		$1.39M Sell
15,806
-1,532
-9% -$135K 0.08% 263
2022
Q4 		$1.29M Sell
17,338
-2,345
-12% -$203K 0.09% 241
2022
Q3 		$1.65M Buy
19,683
+3,315
+20% +$321K 0.13% 181
2022
Q2 		$1.49M Sell
16,368
-951
-5% -$103K 0.11% 197
2022
Q1 		$2.2M Buy
17,319
+4,936
+40% +$602K 0.15% 151
2021
Q4 		$1.6M Buy
12,383
+1,695
+16% +$226K 0.11% 193
2021
Q3 		$1.24M Buy
10,688
+2,037
+24% +$236K 0.09% 240
2021
Q2 		$840K Buy
8,651
+547
+7% +$48.6K 0.07% 305
2021
Q1 		$604K Sell
8,104
-1,277
-14% -$88.2K 0.06% 336
2020
Q4 		$608K Buy
9,381
+1,312
+16% +$76.4K 0.06% 326
2020
Q3 		$421K Buy
8,069
+20
+0.2% +$1.07K 0.05% 347
2020
Q2 		$456K Sell
8,049
-415
-5% -$21.8K 0.06% 294
2020
Q1 		$386K Sell
8,464
-948
-10% -$52.4K 0.07% 286
2019
Q4 		$527K Buy
9,412
+1,019
+12% +$52.9K 0.07% 302
2019
Q3 		$410K Buy
8,393
+1,189
+17% +$58K 0.06% 313
2019
Q2 		$320K Sell
7,204
-415
-5% -$16.6K 0.05% 346
2019
Q1 		$266K Buy
7,619
+581
+8% +$19.4K 0.05% 321
2018
Q4 		$232K Buy
+7,038
New +$233K 0.05% 326

Other funds holding BX

Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moody Lynn & Lieberson
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Dynamic Advisor Solutions's BX Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Blackstone (BX) stake by 2.2% in Q3 2026, buying an estimated $27.5K and bringing the position to 9,692 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #441.

Dynamic Advisor Solutions first reported a position in BX in Q4 2018 and has held it in 32 quarters since. The position peaked at $2.2M in Q1 2022. 392 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Dynamic Advisor Solutions held 9,692 shares of Blackstone worth $1.09M as of Q3 2026.
  • Dynamic Advisor Solutions bought 210 Blackstone shares in Q3 2026, an estimated $27.5K.
  • Blackstone made up 0.03% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #441 holding.
  • Dynamic Advisor Solutions first reported a position in Blackstone in Q4 2018 and has held it in 32 quarters since.
  • Dynamic Advisor Solutions's Blackstone position peaked at $2.2M in Q1 2022.
  • 392 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.