Hofer & Associates’s Blackstone BX Stock Holding History

Hofer & Associates’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	$358K	Hold	3,040	–	–	0.17%	47
2026 Q1	$350K	Hold	3,040	–	–	0.19%	44
2025 Q4	$469K	Hold	3,040	–	–	0.25%	40
2025 Q3	$519K	Hold	3,040	–	–	0.3%	39
2025 Q2	$455K	Hold	3,040	–	–	0.28%	38
2025 Q1	$425K	Hold	3,040	–	–	0.29%	39
2024 Q4	$524K	Hold	3,040	–	–	0.35%	36
2024 Q3	$466K	Sell	3,040 -71	-2%	-$9.85K	0.32%	37
2024 Q2	$385K	Hold	3,111	–	–	0.3%	37
2024 Q1	$409K	Sell	3,111 -50	-2%	-$6.24K	0.34%	36
2023 Q4	$414K	Hold	3,161	–	–	0.38%	35
2023 Q3	$339K	Hold	3,161	–	–	0.35%	36
2023 Q2	$294K	Hold	3,161	–	–	0.28%	41
2023 Q1	$235K	Hold	3,161	–	–	0.23%	46
2022 Q4	$235K	Hold	3,161	–	–	0.23%	46
2022 Q3	$265K	Sell	3,161 -151	-5%	-$14.6K	0.28%	42
2022 Q2	$302K	Hold	3,312	–	–	0.31%	37
2022 Q1	$420K	Hold	3,312	–	–	0.37%	32
2021 Q4	$429K	Buy	+3,312	New	+$442K	0.39%	32

Other funds holding BX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Hofer & Associates's BX Position: Q2 2026 in Review

Hofer & Associates held its Blackstone (BX) position steady in Q2 2026 at 3,040 shares worth $358K. The position accounts for 0.17% of the portfolio, ranked #47.

Hofer & Associates first reported a position in BX in Q4 2021 and has held it in 19 quarters since. The position peaked at $524K in Q4 2024. 645 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Hofer & Associates held 3,040 shares of Blackstone worth $358K as of Q2 2026.
Hofer & Associates left its Blackstone share count unchanged in Q2 2026.
Blackstone made up 0.17% of Hofer & Associates's portfolio in Q2 2026, its #47 holding.
Hofer & Associates first reported a position in Blackstone in Q4 2021 and has held it in 19 quarters since.
Hofer & Associates's Blackstone position peaked at $524K in Q4 2024.
645 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Hofer & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.