Investor's Fiduciary Advisor Network’s Blackstone BX Stock Holding History

Investor's Fiduciary Advisor Network’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	$954K	Buy	8,111 +262	+3%	+$31.5K	0.32%	75
2026 Q1	$902K	Buy	7,849 +112	+1%	+$14.6K	0.28%	97
2025 Q4	$1.19M	Buy	7,737 +573	+8%	+$87.1K	0.26%	93
2025 Q3	$1.22M	Sell	7,164 -259	-3%	-$44.4K	0.41%	68
2025 Q2	$1.11M	Buy	7,423 +34	+0.5%	+$4.67K	0.41%	68
2025 Q1	$1.03M	Sell	7,389 -998	-12%	-$162K	0.49%	62
2024 Q4	$1.45M	Buy	+8,387	New	+$1.46M	0.55%	46

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

Investor's Fiduciary Advisor Network's BX Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network increased its Blackstone (BX) stake by 3.3% in Q2 2026, buying an estimated $31.5K and bringing the position to 8,111 shares worth $954K. The position accounts for 0.32% of the portfolio, ranked #75.

Investor's Fiduciary Advisor Network first reported a position in BX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.45M in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Investor's Fiduciary Advisor Network held 8,111 shares of Blackstone worth $954K as of Q2 2026.
Investor's Fiduciary Advisor Network bought 262 Blackstone shares in Q2 2026, an estimated $31.5K.
Blackstone made up 0.32% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #75 holding.
Investor's Fiduciary Advisor Network first reported a position in Blackstone in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's Blackstone position peaked at $1.45M in Q4 2024.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.