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Kestra Advisory Services’s Blackstone BX Stock Holding History

Kestra Advisory Services’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 		$33.4M Buy
283,769
+16,379
+6% +$1.97M 0.11% 192
2026
Q1 		$30.7M Buy
267,390
+43,399
+19% +$5.65M 0.12% 169
2025
Q4 		$34.5M Buy
223,991
+56,911
+34% +$8.65M 0.14% 133
2025
Q3 		$28.5M Buy
167,080
+8,380
+5% +$1.44M 0.13% 150
2025
Q2 		$23.7M Buy
158,700
+17,411
+12% +$2.39M 0.12% 163
2025
Q1 		$19.7M Sell
141,289
-14,202
-9% -$2.31M 0.1% 180
2024
Q4 		$26.8M Sell
155,491
-25,789
-14% -$4.49M 0.15% 129
2024
Q3 		$27.8M Sell
181,280
-14,108
-7% -$1.96M 0.15% 132
2024
Q2 		$24.2M Buy
195,388
+38,126
+24% +$4.69M 0.14% 158
2024
Q1 		$20.7M Buy
157,262
+15,610
+11% +$1.95M 0.14% 144
2023
Q4 		$18.5M Buy
141,652
+8,952
+7% +$969K 0.15% 132
2023
Q3 		$14.2M Sell
132,700
-20,800
-14% -$2.17M 0.14% 155
2023
Q2 		$14.3M Buy
153,500
+8,079
+6% +$698K 0.14% 158
2023
Q1 		$12.8M Sell
145,421
-18,471
-11% -$1.63M 0.14% 166
2022
Q4 		$12.2M Buy
163,892
+4,781
+3% +$413K 0.11% 220
2022
Q3 		$13.3M Buy
159,111
+28,263
+22% +$2.74M 0.14% 169
2022
Q2 		$11.9M Sell
130,848
-3,690
-3% -$399K 0.12% 182
2022
Q1 		$17.1M Buy
134,538
+3,564
+3% +$435K 0.18% 126
2021
Q4 		$16.9M Sell
130,974
-58,568
-31% -$7.81M 0.17% 130
2021
Q3 		$22.1M Buy
189,542
+32,360
+21% +$3.76M 0.22% 100
2021
Q2 		$15.3M Buy
157,182
+2,714
+2% +$241K 0.17% 136
2021
Q1 		$11.5M Sell
154,468
-58,895
-28% -$4.07M 0.15% 165
2020
Q4 		$13.8M Buy
213,363
+115,361
+118% +$6.72M 0.16% 151
2020
Q3 		$5.14M Buy
+98,002
New +$5.24M 0.1% 241

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

Kestra Advisory Services's BX Position: Q2 2026 in Review

Kestra Advisory Services increased its Blackstone (BX) stake by 6.1% in Q2 2026, buying an estimated $1.97M and bringing the position to 283,769 shares worth $33.4M. The position accounts for 0.11% of the portfolio, ranked #192.

Kestra Advisory Services first reported a position in BX in Q3 2020 and has held it in 24 quarters since. The position peaked at $34.5M in Q4 2025. 2,138 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Kestra Advisory Services held 283,769 shares of Blackstone worth $33.4M as of Q2 2026.
  • Kestra Advisory Services bought 16,379 Blackstone shares in Q2 2026, an estimated $1.97M.
  • Blackstone made up 0.11% of Kestra Advisory Services's portfolio in Q2 2026, its #192 holding.
  • Kestra Advisory Services first reported a position in Blackstone in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Blackstone position peaked at $34.5M in Q4 2025.
  • 2,138 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.