Fifth Third Wealth Advisors’s Blackstone BX Stock Holding History

Fifth Third 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 Q2	$1.25M	Buy	10,595 +1,214	+13%	+$146K	0.03%	270
2026 Q1	$1.08M	Buy	9,381 +361	+4%	+$47K	0.04%	258
2025 Q4	$1.39M	Buy	9,020 +371	+4%	+$56.4K	0.05%	216
2025 Q3	$1.48M	Buy	8,649 +259	+3%	+$44.4K	0.05%	200
2025 Q2	$1.26M	Sell	8,390 -69	-0.8%	-$9.48K	0.05%	213
2025 Q1	$1.18M	Buy	8,459 +313	+4%	+$50.8K	0.06%	197
2024 Q4	$1.4M	Buy	8,146 +555	+7%	+$96.7K	0.08%	167
2024 Q3	$1.16M	Buy	7,591 +1,615	+27%	+$224K	0.07%	176
2024 Q2	$740K	Buy	+5,976	New	+$735K	0.06%	201

Other funds holding BX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Fifth Third Wealth Advisors's BX Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its Blackstone (BX) stake by 13% in Q2 2026, buying an estimated $146K and bringing the position to 10,595 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #270.

Fifth Third Wealth Advisors first reported a position in BX in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.48M in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Fifth Third Wealth Advisors held 10,595 shares of Blackstone worth $1.25M as of Q2 2026.
Fifth Third Wealth Advisors bought 1,214 Blackstone shares in Q2 2026, an estimated $146K.
Blackstone made up 0.03% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #270 holding.
Fifth Third Wealth Advisors first reported a position in Blackstone in Q2 2024 and has held it in 9 quarters since.
Fifth Third Wealth Advisors's Blackstone position peaked at $1.48M in Q3 2025.
2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.