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Fiduciary Alliance’s Blackstone BX Stock Holding History

Fiduciary Alliance’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 		– Sell
-1,442
Closed -$222K – 553
2025
Q4 		$222K Sell
1,442
-51
-3% -$7.75K 0.01% 473
2025
Q3 		$255K Sell
1,493
-70
-4% -$12K 0.02% 439
2025
Q2 		$234K Buy
+1,563
New +$215K 0.02% 438
2023
Q3 		– Sell
-207
Closed -$19.2K – 270
2023
Q2 		$19.2K Buy
+207
New +$17.9K ﹤0.01% 461
2023
Q1 		– Sell
-139
Closed -$10.3K – 245
2022
Q4 		$10.3K Buy
+139
New +$12K ﹤0.01% 400

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 $3.38T AUM 44.17% 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

Fiduciary Alliance's BX Position: Q1 2026 in Review

Fiduciary Alliance sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,442 shares — an estimated $222K sold.

Fiduciary Alliance first reported a position in BX in Q4 2022 and held it in 5 quarters. The position peaked at $255K in Q3 2025. 2,140 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Fiduciary Alliance reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Fiduciary Alliance sold 1,442 Blackstone shares in Q1 2026, an estimated $222K.
  • Fiduciary Alliance first reported a position in Blackstone in Q4 2022 and held it in 5 quarters.
  • Fiduciary Alliance's Blackstone position peaked at $255K in Q3 2025.
  • 2,140 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.