Frank Rimerman Advisors’s Blackstone BX Stock Holding History

Frank Rimerman 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	$2.61M	Buy	+22,181	New	+$2.67M	0.15%	114
2026 Q1	–	Sell	-20,773	Closed	-$3.2M	–	599
2025 Q4	$3.2M	Sell	20,773 -1,647	-7%	-$250K	0.2%	84
2025 Q3	$3.83M	Buy	22,420 +1,711	+8%	+$293K	0.25%	64
2025 Q2	$3.1M	Buy	20,709 +6,368	+44%	+$875K	0.21%	80
2025 Q1	$2M	Sell	14,341 -1,003	-7%	-$163K	0.16%	107
2024 Q4	$2.65M	Buy	15,344 +1,166	+8%	+$203K	0.19%	76
2024 Q3	$2.17M	Buy	14,178 +189	+1%	+$26.2K	0.15%	112
2024 Q2	$1.73M	Buy	+13,989	New	+$1.72M	0.12%	133

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

Frank Rimerman Advisors's BX Position: Q2 2026 in Review

Frank Rimerman Advisors opened a new position in Blackstone (BX) in Q2 2026: 22,181 shares worth $2.61M. The stake represents 0.15% of the portfolio and ranks #114 among its holdings. This is a return to the name: Frank Rimerman Advisors previously reported a position in BX as recently as Q4 2025.

Frank Rimerman Advisors first reported a position in BX in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.83M in Q3 2025. 2,139 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Frank Rimerman Advisors held 22,181 shares of Blackstone worth $2.61M as of Q2 2026.
Blackstone was a new Frank Rimerman Advisors position in Q2 2026.
Blackstone made up 0.15% of Frank Rimerman Advisors's portfolio in Q2 2026, its #114 holding.
Frank Rimerman Advisors first reported a position in Blackstone in Q2 2024 and has held it in 8 quarters since.
Frank Rimerman Advisors's Blackstone position peaked at $3.83M in Q3 2025.
2,139 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.