IFP Advisors’s Blackstone BX Stock Holding History

IFP 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
2018 Q4	–	Sell	-1,000	Closed	-$38K	–	3542
2018 Q3	$38K	Sell	1,000 -5,500	-85%	-$199K	﹤0.01%	2042
2018 Q2	$209K	Buy	+6,500	New	+$207K	0.01%	1038
2018 Q1	–	Sell	-6,000	Closed	-$192K	–	3746
2017 Q4	$192K	Buy	6,000 +3,000	+100%	+$97.7K	0.01%	1013
2017 Q3	$100K	Sell	3,000 -17,200	-85%	-$566K	﹤0.01%	1555
2017 Q2	$674K	Buy	20,200 +11,700	+138%	+$367K	0.03%	559
2017 Q1	$252K	Buy	8,500 +5,500	+183%	+$165K	0.01%	1005
2016 Q4	$81K	Buy	+3,000	New	+$77.9K	﹤0.01%	1577
2016 Q1	–	Sell	-1,000	Closed	-$29K	–	2489
2015 Q4	$29K	Buy	+1,000	New	+$31.9K	﹤0.01%	1939

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

IFP Advisors's BX Position: Q2 2026 in Review

IFP Advisors reduced its Blackstone (BX) stake by 4.3% in Q2 2026, selling an estimated $44.6K and leaving 8,282 shares worth $975K. The position accounts for 0.02% of the portfolio, ranked #749.

IFP Advisors first reported a position in BX in Q4 2015 and has held it in 42 quarters since. The position peaked at $10.6M in Q3 2021. 645 funds tracked by Wall St. Rank hold BX as of Q2 2026.

IFP Advisors held 8,282 shares of Blackstone worth $975K as of Q2 2026.
IFP Advisors sold 371 Blackstone shares in Q2 2026, an estimated $44.6K.
Blackstone made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #749 holding.
IFP Advisors first reported a position in Blackstone in Q4 2015 and has held it in 42 quarters since.
IFP Advisors's Blackstone position peaked at $10.6M in Q3 2021.
645 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.