Financial Engines Advisors
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Financial Engines Advisors’s Blackstone BX Stock Holding History

Financial Engines 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 		$329K Sell
2,800
-169
-6% -$20.3K ﹤0.01% 485
2026
Q1 		$341K Buy
2,969
+5
+0.2% +$651 ﹤0.01% 446
2025
Q4 		$457K Sell
2,964
-1,328
-31% -$202K ﹤0.01% 409
2025
Q3 		$733K Buy
4,292
+150
+4% +$25.7K ﹤0.01% 347
2025
Q2 		$619K Buy
4,142
+1,699
+70% +$233K ﹤0.01% 354
2025
Q1 		$341K Sell
2,443
-672
-22% -$109K ﹤0.01% 362
2024
Q4 		$537K Buy
+3,115
New +$543K ﹤0.01% 320
2023
Q2 		– Sell
-2,396
Closed -$210K – 290
2023
Q1 		$210K Sell
2,396
-3,421
-59% -$302K ﹤0.01% 276
2022
Q4 		$432K Sell
5,817
-1,199
-17% -$104K ﹤0.01% 223
2022
Q3 		$587K Buy
7,016
+449
+7% +$43.5K ﹤0.01% 191
2022
Q2 		$599K Buy
6,567
+303
+5% +$32.7K ﹤0.01% 189
2022
Q1 		$795K Buy
6,264
+688
+12% +$83.9K ﹤0.01% 174
2021
Q4 		$721K Buy
5,576
+98
+2% +$13.1K ﹤0.01% 133
2021
Q3 		$637K Buy
+5,478
New +$636K ﹤0.01% 145
2017
Q2 		– Sell
-61
Closed -$2K – 79
2017
Q1 		$2K Buy
+61
New +$1.83K ﹤0.01% 87

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

Financial Engines Advisors's BX Position: Q2 2026 in Review

Financial Engines Advisors reduced its Blackstone (BX) stake by 5.7% in Q2 2026, selling an estimated $20.3K and leaving 2,800 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Financial Engines Advisors first reported a position in BX in Q1 2017 and has held it in 15 quarters since. The position peaked at $795K in Q1 2022. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Financial Engines Advisors held 2,800 shares of Blackstone worth $329K as of Q2 2026.
  • Financial Engines Advisors sold 169 Blackstone shares in Q2 2026, an estimated $20.3K.
  • Blackstone made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #485 holding.
  • Financial Engines Advisors first reported a position in Blackstone in Q1 2017 and has held it in 15 quarters since.
  • Financial Engines Advisors's Blackstone position peaked at $795K in Q1 2022.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.