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JFS Wealth Advisors’s Blackstone BX Stock Holding History

JFS Wealth 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
2026
Q2 		$327K Sell
2,782
-1,453
-34% -$175K 0.02% 281
2026
Q1 		$487K Sell
4,235
-88
-2% -$11.4K 0.03% 228
2025
Q4 		$666K Buy
4,323
+124
+3% +$18.8K 0.04% 201
2025
Q3 		$717K Sell
4,199
-1,284
-23% -$220K 0.04% 187
2025
Q2 		$820K Buy
5,483
+78
+1% +$10.7K 0.05% 166
2025
Q1 		$756K Buy
5,405
+48
+0.9% +$7.79K 0.05% 164
2024
Q4 		$924K Hold
5,357
– – 0.06% 145
2024
Q3 		$820K Sell
5,357
-996
-16% -$138K 0.05% 161
2024
Q2 		$786K Sell
6,353
-2,763
-30% -$340K 0.06% 131
2024
Q1 		$1.2M Buy
9,116
+7,407
+433% +$925K 0.1% 102
2023
Q4 		$224K Buy
1,709
+182
+12% +$19.7K 0.02% 222
2023
Q3 		$164K Sell
1,527
-2
-0.1% -$208 0.02% 240
2023
Q2 		$142K Buy
1,529
+35
+2% +$3.02K 0.01% 244
2023
Q1 		$131K Hold
1,494
– – 0.01% 248
2022
Q4 		$111K Sell
1,494
-7,526
-83% -$650K 0.01% 266
2022
Q3 		$755K Buy
9,020
+50
+0.6% +$4.84K 0.08% 121
2022
Q2 		$818K Buy
8,970
+145
+2% +$15.7K 0.09% 115
2022
Q1 		$1.12M Buy
8,825
+152
+2% +$18.5K 0.11% 110
2021
Q4 		$1.12M Buy
8,673
+49
+0.6% +$6.53K 0.11% 112
2021
Q3 		$1M Buy
8,624
+7,724
+858% +$896K 0.1% 113
2021
Q2 		$87K Hold
900
– – 0.01% 233
2021
Q1 		$67K Hold
900
– – 0.01% 221
2020
Q4 		$58K Sell
900
-135
-13% -$7.86K 0.01% 235
2020
Q3 		$54K Hold
1,035
– – 0.01% 224
2020
Q2 		$59K Buy
1,035
+135
+15% +$7.11K 0.02% 216
2020
Q1 		$41K Buy
+900
New +$49.8K 0.01% 230

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JFS Wealth Advisors's BX Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Blackstone (BX) stake by 34% in Q2 2026, selling an estimated $175K and leaving 2,782 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #281.

JFS Wealth Advisors first reported a position in BX in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.2M in Q1 2024. 2,151 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • JFS Wealth Advisors held 2,782 shares of Blackstone worth $327K as of Q2 2026.
  • JFS Wealth Advisors sold 1,453 Blackstone shares in Q2 2026, an estimated $175K.
  • Blackstone made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #281 holding.
  • JFS Wealth Advisors first reported a position in Blackstone in Q1 2020 and has held it in 26 quarters since.
  • JFS Wealth Advisors's Blackstone position peaked at $1.2M in Q1 2024.
  • 2,151 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.