JNBA Financial Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $213K | Hold |
1,813
| – | – | 0.02% | 193 |
|
|
2026
Q1 | $208K | Sell |
1,813
-43
| -2% | -$5.59K | 0.02% | 184 |
|
|
2025
Q4 | $286K | Buy |
1,856
+43
| +2% | +$6.53K | 0.03% | 169 |
|
|
2025
Q3 | $310K | Hold |
1,813
| – | – | 0.03% | 160 |
|
|
2025
Q2 | $271K | Sell |
1,813
-169
| -9% | -$23.2K | 0.03% | 166 |
|
|
2025
Q1 | $277K | Sell |
1,982
-290
| -13% | -$47.1K | 0.03% | 162 |
|
|
2024
Q4 | $392K | Sell |
2,272
-87
| -4% | -$15.2K | 0.04% | 143 |
|
|
2024
Q3 | $361K | Hold |
2,359
| – | – | 0.04% | 148 |
|
|
2024
Q2 | $292K | Hold |
2,359
| – | – | 0.03% | 163 |
|
|
2024
Q1 | $310K | Sell |
2,359
-10
| -0.4% | -$1.25K | 0.03% | 166 |
|
|
2023
Q4 | $310K | Hold |
2,369
| – | – | 0.04% | 167 |
|
|
2023
Q3 | $254K | Sell |
2,369
-17
| -0.7% | -$1.77K | 0.03% | 174 |
|
|
2023
Q2 | $222K | Hold |
2,386
| – | – | 0.03% | 184 |
|
|
2023
Q1 | $210K | Buy |
2,386
+300
| +14% | +$26.5K | 0.03% | 187 |
|
|
2022
Q4 | $155K | Hold |
2,086
| – | – | 0.02% | 199 |
|
|
2022
Q3 | $175K | Hold |
2,086
| – | – | 0.03% | 189 |
|
|
2022
Q2 | $190K | Sell |
2,086
-12
| -0.6% | -$1.3K | 0.03% | 184 |
|
|
2022
Q1 | $266K | Buy |
2,098
+181
| +9% | +$22.1K | 0.04% | 167 |
|
|
2021
Q4 | $248K | Hold |
1,917
| – | – | 0.03% | 179 |
|
|
2021
Q3 | $223K | Hold |
1,917
| – | – | 0.03% | 184 |
|
|
2021
Q2 | $186K | Hold |
1,917
| – | – | 0.03% | 194 |
|
|
2021
Q1 | $143K | Hold |
1,917
| – | – | 0.02% | 203 |
|
|
2020
Q4 | $124K | Hold |
1,917
| – | – | 0.02% | 196 |
|
|
2020
Q3 | $100K | Buy |
1,917
+17
| +0.9% | +$910 | 0.02% | 196 |
|
|
2020
Q2 | $108K | Hold |
1,900
| – | – | 0.02% | 181 |
|
|
2020
Q1 | $87K | Hold |
1,900
| – | – | 0.02% | 184 |
|
|
2019
Q4 | $106K | Hold |
1,900
| – | – | 0.02% | 179 |
|
|
2019
Q3 | $93K | Sell |
1,900
-100
| -5% | -$4.88K | 0.02% | 178 |
|
|
2019
Q2 | $89K | Buy |
2,000
+100
| +5% | +$3.99K | 0.02% | 187 |
|
|
2019
Q1 | $66K | Hold |
1,900
| – | – | 0.01% | 199 |
|
|
2018
Q4 | $57K | Buy |
1,900
+1,700
| +850% | +$56.2K | 0.01% | 190 |
|
|
2018
Q3 | $8K | Sell |
200
-3,400
| -94% | -$123K | ﹤0.01% | 392 |
|
|
2018
Q2 | $116K | Buy |
3,600
+450
| +14% | +$14.3K | 0.02% | 160 |
|
|
2018
Q1 | $101K | Sell |
3,150
-1,000
| -24% | -$34.1K | 0.02% | 166 |
|
|
2017
Q4 | $133K | Hold |
4,150
| – | – | 0.03% | 150 |
|
|
2017
Q3 | $138K | Hold |
4,150
| – | – | 0.03% | 142 |
|
|
2017
Q2 | $138K | Hold |
4,150
| – | – | 0.03% | 144 |
|
|
2017
Q1 | $123K | Hold |
4,150
| – | – | 0.03% | 150 |
|
|
2016
Q4 | $112K | Sell |
4,150
-375
| -8% | -$9.73K | 0.03% | 156 |
|
|
2016
Q3 | $116K | Buy |
4,525
+3,125
| +223% | +$82.5K | 0.02% | 322 |
|
|
2016
Q2 | $34K | Hold |
1,400
| – | – | 0.01% | 239 |
|
|
2016
Q1 | $39K | Sell |
1,400
-500
| -26% | -$13.2K | 0.01% | 220 |
|
|
2015
Q4 | $56K | Sell |
1,900
-138
| -7% | -$4.4K | 0.02% | 181 |
|
|
2015
Q3 | $63K | Buy |
2,038
+917
| +82% | +$33.2K | 0.03% | 166 |
|
|
2015
Q2 | $45K | Hold |
1,121
| – | – | 0.02% | 196 |
|
|
2015
Q1 | $43K | Hold |
1,121
| – | – | 0.02% | 200 |
|
|
2014
Q4 | $37K | Hold |
1,121
| – | – | 0.01% | 212 |
|
|
2014
Q3 | $35K | Hold |
1,121
| – | – | 0.02% | 222 |
|
|
2014
Q2 | $37K | Buy |
1,121
+1,019
| +999% | +$31.4K | 0.02% | 204 |
|
|
2014
Q1 | $3K | Hold |
102
| – | – | ﹤0.01% | 406 |
|
|
2013
Q4 | $3K | Hold |
102
| – | – | ﹤0.01% | 377 |
|
|
2013
Q3 | $2K | Hold |
102
| – | – | ﹤0.01% | 384 |
|
|
2013
Q2 | $2K | Buy |
+102
| New | +$2.12K | ﹤0.01% | 338 |
|
Other funds holding BX
CAM
DLA
FWIA
JLBC
AIP
WPEP
CTB
CAI
JNBA Financial Advisors's BX Position: Q2 2026 in Review
JNBA Financial Advisors held its Blackstone (BX) position steady in Q2 2026 at 1,813 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #193.
JNBA Financial Advisors first reported a position in BX in Q2 2013 and has held it in 53 quarters since. The position peaked at $392K in Q4 2024. 708 funds tracked by Wall St. Rank hold BX as of Q2 2026.
- JNBA Financial Advisors held 1,813 shares of Blackstone worth $213K as of Q2 2026.
- JNBA Financial Advisors left its Blackstone share count unchanged in Q2 2026.
- Blackstone made up 0.02% of JNBA Financial Advisors's portfolio in Q2 2026, its #193 holding.
- JNBA Financial Advisors first reported a position in Blackstone in Q2 2013 and has held it in 53 quarters since.
- JNBA Financial Advisors's Blackstone position peaked at $392K in Q4 2024.
- 708 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.
Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.