Evernest Financial Advisors’s Blackstone BX Stock Holding History

Evernest 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
2025 Q4	–	Sell	-1,725	Closed	-$295K	–	190
2025 Q3	$295K	Hold	1,725	–	–	0.08%	153
2025 Q2	$258K	Buy	+1,725	New	+$237K	0.08%	148
2025 Q1	–	Sell	-1,261	Closed	-$217K	–	151
2024 Q4	$217K	Buy	+1,261	New	+$220K	0.06%	152

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Evernest Financial Advisors's BX Position: Q4 2025 in Review

Evernest Financial Advisors sold out of Blackstone (BX) in Q4 2025, closing a stake of 1,725 shares — an estimated $295K sold.

Evernest Financial Advisors first reported a position in BX in Q4 2024 and held it in 3 quarters. The position peaked at $295K in Q3 2025. 2,290 funds tracked by Wall St. Rank hold BX as of Q4 2025.

Evernest Financial Advisors reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
Evernest Financial Advisors sold 1,725 Blackstone shares in Q4 2025, an estimated $295K.
Evernest Financial Advisors first reported a position in Blackstone in Q4 2024 and held it in 3 quarters.
Evernest Financial Advisors's Blackstone position peaked at $295K in Q3 2025.
2,290 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Evernest Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.