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 Q2	$236K	Sell	2,003 -78	-4%	-$9.37K	0.1%	143
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 $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

Kapstone Financial Advisors's BX Position: Q2 2026 in Review

Kapstone Financial Advisors reduced its Blackstone (BX) stake by 3.7% in Q2 2026, selling an estimated $9.37K and leaving 2,003 shares worth $236K. The position accounts for 0.1% of the portfolio, ranked #143.

Kapstone Financial Advisors first reported a position in BX in Q4 2023 and has held it in 10 quarters since. The position peaked at $299K in Q4 2024. 2,158 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Kapstone Financial Advisors held 2,003 shares of Blackstone worth $236K as of Q2 2026.
Kapstone Financial Advisors sold 78 Blackstone shares in Q2 2026, an estimated $9.37K.
Blackstone made up 0.1% of Kapstone Financial Advisors's portfolio in Q2 2026, its #143 holding.
Kapstone Financial Advisors first reported a position in Blackstone in Q4 2023 and has held it in 10 quarters since.
Kapstone Financial Advisors's Blackstone position peaked at $299K in Q4 2024.
2,158 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.