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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Blackstone BX Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$819K Buy
6,958
+418
+6% +$50.2K 0.22% 70
2026
Q1 		$752K Buy
6,540
+3,273
+100% +$426K 0.22% 69
2025
Q4 		$504K Buy
3,267
+533
+19% +$81K 0.15% 95
2025
Q3 		$467K Sell
2,734
-1,681
-38% -$288K 0.15% 88
2025
Q2 		$660K Sell
4,415
-150
-3% -$20.6K 0.22% 72
2025
Q1 		$638K Buy
4,565
+3,592
+369% +$583K 0.24% 72
2024
Q4 		$168K Buy
973
+218
+29% +$38K 0.07% 149
2024
Q3 		$116K Sell
755
-27
-3% -$3.75K 0.06% 148
2024
Q2 		$96.9K Buy
782
+6
+0.8% +$738 0.06% 154
2024
Q1 		$102K Sell
776
-51
-6% -$6.37K 0.07% 146
2023
Q4 		$108K Buy
827
+467
+130% +$50.5K 0.07% 136
2023
Q3 		$38.6K Sell
360
-1,655
-82% -$172K 0.03% 175
2023
Q2 		$187K Sell
2,015
-63
-3% -$5.44K 0.14% 82
2023
Q1 		$183K Sell
2,078
-69
-3% -$6.09K 0.14% 82
2022
Q4 		$159K Buy
+2,147
New +$185K 0.14% 90

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CCP
Cryder Capital Partners London, United Kingdom $1.59B AUM 0.23% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s BX Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Blackstone (BX) stake by 6.4% in Q2 2026, buying an estimated $50.2K and bringing the position to 6,958 shares worth $819K. The position accounts for 0.22% of the portfolio, ranked #70.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BX in Q4 2022 and has held it in 15 quarters since. 1,318 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 6,958 shares of Blackstone worth $819K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 418 Blackstone shares in Q2 2026, an estimated $50.2K.
  • Blackstone made up 0.22% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #70 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Blackstone in Q4 2022 and has held it in 15 quarters since.
  • 1,318 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.