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Independent Advisor Alliance’s Blackstone BX Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-10
Closed -$6K – 467
2019
Q4 		$6K Buy
+10
New +$519 ﹤0.01% 884

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Independent Advisor Alliance's BX Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Blackstone (BX) stake by 19% in Q1 2026, selling an estimated $1.51M and leaving 51,047 shares worth $5.87M. The position accounts for 0.06% of the portfolio, ranked #279.

Independent Advisor Alliance first reported a position in BX in Q4 2016 and has held it in 38 quarters since. The position peaked at $11.5M in Q4 2024. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Independent Advisor Alliance held 51,047 shares of Blackstone worth $5.87M as of Q1 2026.
  • Independent Advisor Alliance sold 11,600 Blackstone shares in Q1 2026, an estimated $1.51M.
  • Blackstone made up 0.06% of Independent Advisor Alliance's portfolio in Q1 2026, its #279 holding.
  • Independent Advisor Alliance first reported a position in Blackstone in Q4 2016 and has held it in 38 quarters since.
  • Independent Advisor Alliance's Blackstone position peaked at $11.5M in Q4 2024.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.