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Exencial Wealth Advisors’s Blackstone BX Stock Holding History

Exencial Wealth 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 		$231K Buy
2,006
+295
+17% +$38.4K 0.01% 530
2025
Q4 		$264K Buy
1,711
+8
+0.5% +$1.22K 0.01% 490
2025
Q3 		$291K Buy
1,703
+102
+6% +$17.5K 0.01% 455
2025
Q2 		$240K Buy
1,601
+45
+3% +$6.18K 0.01% 459
2025
Q1 		$218K Buy
1,556
+99
+7% +$16.1K 0.01% 475
2024
Q4 		$251K Sell
1,457
-7
-0.5% -$1.22K 0.01% 455
2024
Q3 		$224K Buy
+1,464
New +$203K 0.01% 469
2024
Q2 		– Sell
-3,512
Closed -$461K – 489
2024
Q1 		$461K Buy
3,512
+2
+0.1% +$250 0.02% 368
2023
Q4 		$460K Buy
3,510
+193
+6% +$20.9K 0.02% 353
2023
Q3 		$355K Sell
3,317
-3
-0.1% -$312 0.02% 339
2023
Q2 		$309K Sell
3,320
-789
-19% -$68.2K 0.01% 364
2023
Q1 		$361K Sell
4,109
-2,655
-39% -$235K 0.02% 329
2022
Q4 		$502K Buy
6,764
+143
+2% +$12.3K 0.03% 287
2022
Q3 		$554K Buy
6,621
+217
+3% +$21K 0.03% 265
2022
Q2 		$584K Buy
6,404
+98
+2% +$10.6K 0.03% 270
2022
Q1 		$801K Sell
6,306
-4,399
-41% -$537K 0.04% 249
2021
Q4 		$1.39M Buy
10,705
+268
+3% +$35.7K 0.07% 208
2021
Q3 		$1.21M Buy
+10,437
New +$1.21M 0.05% 177

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

Exencial Wealth Advisors's BX Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Blackstone (BX) stake by 17% in Q1 2026, buying an estimated $38.4K and bringing the position to 2,006 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #530.

Exencial Wealth Advisors first reported a position in BX in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.39M in Q4 2021. 2,137 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Exencial Wealth Advisors held 2,006 shares of Blackstone worth $231K as of Q1 2026.
  • Exencial Wealth Advisors bought 295 Blackstone shares in Q1 2026, an estimated $38.4K.
  • Blackstone made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #530 holding.
  • Exencial Wealth Advisors first reported a position in Blackstone in Q3 2021 and has held it in 18 quarters since.
  • Exencial Wealth Advisors's Blackstone position peaked at $1.39M in Q4 2021.
  • 2,137 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.