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Kestra Private Wealth Services’s Blackstone BX Stock Holding History

Kestra Private Wealth 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 		$7.49M Sell
63,656
-2,869
-4% -$345K 0.08% 255
2026
Q1 		$7.65M Buy
66,525
+760
+1% +$98.9K 0.09% 238
2025
Q4 		$10.1M Buy
65,765
+2,967
+5% +$451K 0.13% 175
2025
Q3 		$10.7M Sell
62,798
-1,331
-2% -$228K 0.14% 168
2025
Q2 		$9.59M Buy
64,129
+2,087
+3% +$287K 0.14% 177
2025
Q1 		$8.67M Buy
62,042
+3,623
+6% +$588K 0.14% 166
2024
Q4 		$10.1M Buy
58,419
+2,883
+5% +$502K 0.17% 133
2024
Q3 		$8.5M Sell
55,536
-1,736
-3% -$241K 0.16% 147
2024
Q2 		$7.09M Sell
57,272
-3,225
-5% -$397K 0.14% 155
2024
Q1 		$7.95M Sell
60,497
-4,494
-7% -$561K 0.18% 138
2023
Q4 		$8.51M Buy
64,991
+630
+1% +$68.2K 0.22% 112
2023
Q3 		$6.9M Buy
64,361
+6,548
+11% +$682K 0.22% 118
2023
Q2 		$5.37M Sell
57,813
-866
-1% -$74.8K 0.18% 139
2023
Q1 		$5.15M Buy
58,679
+5,822
+11% +$514K 0.21% 120
2022
Q4 		$3.92M Sell
52,857
-4,429
-8% -$382K 0.2% 134
2022
Q3 		$4.79M Buy
57,286
+9,611
+20% +$931K 0.28% 97
2022
Q2 		$4.35M Buy
47,675
+519
+1% +$56K 0.25% 108
2022
Q1 		$5.99M Buy
47,156
+3,821
+9% +$466K 0.3% 81
2021
Q4 		$5.61M Sell
43,335
-2,160
-5% -$288K 0.27% 90
2021
Q3 		$5.29M Buy
45,495
+1,215
+3% +$141K 0.3% 75
2021
Q2 		$4.3M Buy
44,280
+1,325
+3% +$118K 0.26% 92
2021
Q1 		$3.2M Buy
42,955
+4,444
+12% +$307K 0.22% 110
2020
Q4 		$2.49M Buy
38,511
+10,034
+35% +$584K 0.18% 131
2020
Q3 		$1.49M Buy
+28,477
New +$1.52M 0.13% 177

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 $3.38T AUM 44.17% 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 Private Wealth Services's BX Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Blackstone (BX) stake by 4.3% in Q2 2026, selling an estimated $345K and leaving 63,656 shares worth $7.49M. The position accounts for 0.08% of the portfolio, ranked #255.

Kestra Private Wealth Services first reported a position in BX in Q3 2020 and has held it in 24 quarters since. The position peaked at $10.7M in Q3 2025. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Kestra Private Wealth Services held 63,656 shares of Blackstone worth $7.49M as of Q2 2026.
  • Kestra Private Wealth Services sold 2,869 Blackstone shares in Q2 2026, an estimated $345K.
  • Blackstone made up 0.08% of Kestra Private Wealth Services's portfolio in Q2 2026, its #255 holding.
  • Kestra Private Wealth Services first reported a position in Blackstone in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's Blackstone position peaked at $10.7M in Q3 2025.
  • 2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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