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HBK Sorce Advisory’s Blackstone BX Stock Holding History

HBK Sorce Advisory’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 		$620K Sell
4,556
-48
-1% -$5.77K 0.01% 348
2026
Q1 		$570K Sell
4,604
-510
-10% -$66.4K 0.01% 351
2025
Q4 		$663K Sell
5,114
-202
-4% -$30.7K 0.02% 310
2025
Q3 		$871K Sell
5,316
-29
-0.5% -$4.97K 0.02% 246
2025
Q2 		$799K Sell
5,345
-3,989
-43% -$548K 0.02% 263
2025
Q1 		$1.3M Buy
9,334
+271
+3% +$44K 0.04% 184
2024
Q4 		$1.56M Buy
9,063
+224
+3% +$39K 0.05% 164
2024
Q3 		$1.35M Buy
8,839
+5
+0.1% +$694 0.04% 181
2024
Q2 		$1.09M Buy
8,834
+35
+0.4% +$4.31K 0.04% 203
2024
Q1 		$1.16M Buy
8,799
+1,750
+25% +$219K 0.04% 195
2023
Q4 		$923K Sell
7,049
-640
-8% -$69.2K 0.04% 216
2023
Q3 		$824K Sell
7,689
-677
-8% -$70.5K 0.04% 224
2023
Q2 		$778K Buy
8,366
+112
+1% +$9.68K 0.03% 248
2023
Q1 		$725K Buy
+8,254
New +$729K 0.03% 261
2019
Q4 		– Sell
-6,124
Closed -$299K – 440
2019
Q3 		$299K Buy
+6,124
New +$299K 0.03% 325

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

HBK Sorce Advisory's BX Position: Q2 2026 in Review

HBK Sorce Advisory reduced its Blackstone (BX) stake by 1% in Q2 2026, selling an estimated $5.77K and leaving 4,556 shares worth $620K. The position accounts for 0.01% of the portfolio, ranked #348.

HBK Sorce Advisory first reported a position in BX in Q3 2019 and has held it in 15 quarters since. The position peaked at $1.56M in Q4 2024. 1,318 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • HBK Sorce Advisory held 4,556 shares of Blackstone worth $620K as of Q2 2026.
  • HBK Sorce Advisory sold 48 Blackstone shares in Q2 2026, an estimated $5.77K.
  • Blackstone made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #348 holding.
  • HBK Sorce Advisory first reported a position in Blackstone in Q3 2019 and has held it in 15 quarters since.
  • HBK Sorce Advisory's Blackstone position peaked at $1.56M in Q4 2024.
  • 1,318 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.