Kingswood Wealth Advisors’s Blackstone BX Stock Holding History

Kingswood Wealth 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	$1.61M	Buy	13,698 +582	+4%	+$69.9K	0.07%	300
2026 Q1	$1.51M	Buy	13,116 +575	+5%	+$74.8K	0.07%	280
2025 Q4	$1.93M	Buy	12,541 +3,350	+36%	+$509K	0.09%	218
2025 Q3	$1.57M	Sell	9,191 -16	-0.2%	-$2.74K	0.1%	219
2025 Q2	$1.38M	Sell	9,207 -1,009	-10%	-$139K	0.11%	201
2025 Q1	$1.43M	Sell	10,216 -1,803	-15%	-$293K	0.13%	180
2024 Q4	$2.07M	Sell	12,019 -2,838	-19%	-$494K	0.16%	146
2024 Q3	$2.28M	Sell	14,857 -341	-2%	-$47.3K	0.16%	143
2024 Q2	$1.88M	Buy	15,198 +3,662	+32%	+$451K	0.17%	123
2024 Q1	$1.52M	Sell	11,536 -1,645	-12%	-$205K	0.17%	143
2023 Q4	$1.73M	Buy	13,181 +11,110	+536%	+$1.2M	0.2%	121
2023 Q3	$1.1M	Sell	2,071 -5,001	-71%	-$521K	0.19%	133
2023 Q2	$658K	Buy	+7,072	New	+$611K	0.21%	109

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

Kingswood Wealth Advisors's BX Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Blackstone (BX) stake by 4.4% in Q2 2026, buying an estimated $69.9K and bringing the position to 13,698 shares worth $1.61M. The position accounts for 0.07% of the portfolio, ranked #300.

Kingswood Wealth Advisors first reported a position in BX in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.28M in Q3 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Kingswood Wealth Advisors held 13,698 shares of Blackstone worth $1.61M as of Q2 2026.
Kingswood Wealth Advisors bought 582 Blackstone shares in Q2 2026, an estimated $69.9K.
Blackstone made up 0.07% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #300 holding.
Kingswood Wealth Advisors first reported a position in Blackstone in Q2 2023 and has held it in 13 quarters since.
Kingswood Wealth Advisors's Blackstone position peaked at $2.28M in Q3 2024.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.