Kovack Advisors’s Blackstone BX Stock Holding History

Kovack 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
2019 Q3	–	Sell	-8	Closed	-$4K	–	516
2019 Q2	$4K	Sell	8 -2	-20%	-$80	﹤0.01%	454
2019 Q1	$2K	Buy	+10	New	+$334	﹤0.01%	441
2018 Q4	–	Sell	-9	Closed	-$2K	–	431
2018 Q3	$2K	Buy	9 +5	+125%	+$181	﹤0.01%	443
2018 Q2	$1K	Buy	+4	New	+$127	﹤0.01%	419
2017 Q3	–	Sell	-8	Closed	-$1K	–	370
2017 Q2	$1K	Buy	+8	New	+$251	﹤0.01%	373
2016 Q2	–	Sell	-8	Closed	-$1K	–	269
2016 Q1	$1K	Hold	8	–	–	﹤0.01%	237
2015 Q4	$1K	Buy	+8	New	+$255	﹤0.01%	223
2015 Q3	–	Sell	-5	Closed	-$1K	–	226
2015 Q2	$1K	Hold	5	–	–	﹤0.01%	208
2015 Q1	$1K	Buy	+5	New	+$181	﹤0.01%	183

Other funds holding BX

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kovack Advisors's BX Position: Q2 2026 in Review

Kovack Advisors reduced its Blackstone (BX) stake by 31% in Q2 2026, selling an estimated $285K and leaving 5,315 shares worth $633K. The position accounts for 0.03% of the portfolio, ranked #542.

Kovack Advisors first reported a position in BX in Q1 2015 and has held it in 46 quarters since. The position peaked at $4.45M in Q1 2022. 850 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Kovack Advisors held 5,315 shares of Blackstone worth $633K as of Q2 2026.
Kovack Advisors sold 2,372 Blackstone shares in Q2 2026, an estimated $285K.
Blackstone made up 0.03% of Kovack Advisors's portfolio in Q2 2026, its #542 holding.
Kovack Advisors first reported a position in Blackstone in Q1 2015 and has held it in 46 quarters since.
Kovack Advisors's Blackstone position peaked at $4.45M in Q1 2022.
850 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.