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Excelsior Advisor Network’s Blackstone BX Stock Holding History

Excelsior Advisor Network’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
Q2 		$735K Buy
+6,248
New +$751K 0.1% 206
2026
Q1 		– Sell
-1,306
Closed -$201K – 227
2025
Q4 		$201K Buy
+1,306
New +$198K 0.1% 161

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Excelsior Advisor Network's BX Position: Q2 2026 in Review

Excelsior Advisor Network opened a new position in Blackstone (BX) in Q2 2026: 6,248 shares worth $735K. The stake represents 0.1% of the portfolio and ranks #206 among its holdings. This is a return to the name: Excelsior Advisor Network previously reported a position in BX as recently as Q4 2025.

Excelsior Advisor Network first reported a position in BX in Q4 2025 and has held it in 2 quarters since. 2,151 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Excelsior Advisor Network held 6,248 shares of Blackstone worth $735K as of Q2 2026.
  • Blackstone was a new Excelsior Advisor Network position in Q2 2026.
  • Blackstone made up 0.1% of Excelsior Advisor Network's portfolio in Q2 2026, its #206 holding.
  • Excelsior Advisor Network first reported a position in Blackstone in Q4 2025 and has held it in 2 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.