Kapstone Financial Advisors’s Blackstone BX Stock Holding History

Kapstone Financial 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 Q1	$239K	Buy	2,081 +170	+9%	+$22.1K	0.12%	120
2025 Q4	$295K	Buy	1,911 +296	+18%	+$45K	0.15%	84
2025 Q3	$276K	Hold	1,615	–	–	0.13%	86
2025 Q2	$242K	Hold	1,615	–	–	0.12%	94
2025 Q1	$226K	Hold	1,615	–	–	0.13%	94
2024 Q4	$299K	Hold	1,615	–	–	0.16%	78
2024 Q3	$250K	Buy	+1,615	New	+$224K	0.15%	88
2024 Q2	–	Sell	-1,716	Closed	-$225K	–	109
2024 Q1	$225K	Hold	1,716	–	–	0.15%	96
2023 Q4	$212K	Buy	+1,716	New	+$186K	0.17%	95

Other funds holding BX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kapstone Financial Advisors's BX Position: Q1 2026 in Review

Kapstone Financial Advisors increased its Blackstone (BX) stake by 8.9% in Q1 2026, buying an estimated $22.1K and bringing the position to 2,081 shares worth $239K. The position accounts for 0.12% of the portfolio, ranked #120.

Kapstone Financial Advisors first reported a position in BX in Q4 2023 and has held it in 9 quarters since. The position peaked at $299K in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Kapstone Financial Advisors held 2,081 shares of Blackstone worth $239K as of Q1 2026.
Kapstone Financial Advisors bought 170 Blackstone shares in Q1 2026, an estimated $22.1K.
Blackstone made up 0.12% of Kapstone Financial Advisors's portfolio in Q1 2026, its #120 holding.
Kapstone Financial Advisors first reported a position in Blackstone in Q4 2023 and has held it in 9 quarters since.
Kapstone Financial Advisors's Blackstone position peaked at $299K in Q4 2024.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.