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Farther Finance Advisors’s Blackstone BX Stock Holding History

Farther Finance 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
Q2 		$8.73M Buy
74,201
+14,884
+25% +$1.79M 0.07% 251
2026
Q1 		$6.78M Buy
59,317
+10,640
+22% +$1.38M 0.06% 274
2025
Q4 		$7.5M Buy
48,677
+4,280
+10% +$650K 0.08% 223
2025
Q3 		$7.59M Buy
44,397
+5,245
+13% +$899K 0.11% 151
2025
Q2 		$5.86M Buy
39,152
+23,029
+143% +$3.16M 0.12% 166
2025
Q1 		$2.3M Buy
16,123
+2,555
+19% +$415K 0.06% 273
2024
Q4 		$2.34M Sell
13,568
-403
-3% -$70.2K 0.08% 200
2024
Q3 		$2.14M Buy
13,971
+4,393
+46% +$609K 0.08% 197
2024
Q2 		$1.17M Buy
9,578
+2,415
+34% +$297K 0.06% 267
2024
Q1 		$939K Buy
7,163
+283
+4% +$35.3K 0.06% 265
2023
Q4 		$901K Buy
6,880
+986
+17% +$107K 0.06% 250
2023
Q3 		$631K Buy
5,894
+946
+19% +$98.5K 0.1% 169
2023
Q2 		$460K Buy
4,948
+1,322
+36% +$114K 0.1% 169
2023
Q1 		$319K Buy
3,626
+3,442
+1,871% +$304K 0.09% 195
2022
Q4 		$13.7K Buy
+184
New +$15.9K 0.01% 850

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

Farther Finance Advisors's BX Position: Q2 2026 in Review

Farther Finance Advisors increased its Blackstone (BX) stake by 25% in Q2 2026, buying an estimated $1.79M and bringing the position to 74,201 shares worth $8.73M. The position accounts for 0.07% of the portfolio, ranked #251.

Farther Finance Advisors first reported a position in BX in Q4 2022 and has held it in 15 quarters since. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Farther Finance Advisors held 74,201 shares of Blackstone worth $8.73M as of Q2 2026.
  • Farther Finance Advisors bought 14,884 Blackstone shares in Q2 2026, an estimated $1.79M.
  • Blackstone made up 0.07% of Farther Finance Advisors's portfolio in Q2 2026, its #251 holding.
  • Farther Finance Advisors first reported a position in Blackstone in Q4 2022 and has held it in 15 quarters since.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.