Legacy Advisors
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Legacy Advisors’s Blackstone BX Stock Holding History

Legacy 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
Q3 		$484K Sell
4,315
-1,159
-21% -$152K 0.05% 186
2026
Q2 		$644K Sell
5,474
-508
-8% -$61K 0.06% 163
2026
Q1 		$688K Sell
5,982
-499
-8% -$64.9K 0.08% 134
2025
Q4 		$999K Buy
6,481
+267
+4% +$40.6K 0.11% 107
2025
Q3 		$1.06M Buy
+6,214
New +$1.06M 0.13% 96
2025
Q1 		$1.51M Buy
10,768
+66
+0.6% +$10.7K 0.15% 108
2024
Q4 		$1.85M Buy
10,702
+325
+3% +$56.6K 0.18% 91
2024
Q3 		$1.59M Sell
10,377
-645
-6% -$89.5K 0.17% 100
2024
Q2 		$1.36M Sell
11,022
-310
-3% -$38.1K 0.17% 99
2024
Q1 		$1.49M Buy
11,332
+472
+4% +$58.9K 0.19% 96
2023
Q4 		$1.42M Buy
10,860
+519
+5% +$56.2K 0.18% 101
2023
Q3 		$1.11M Sell
10,341
-723
-7% -$75.3K 0.18% 112
2023
Q2 		$1.03M Buy
+11,064
New +$956K 0.15% 115
2019
Q2 		– Sell
-200
Closed -$7K – 368
2019
Q1 		$7K Buy
+200
New +$6.67K ﹤0.01% 347
2018
Q4 		– Sell
-350
Closed -$13K – 157
2018
Q3 		$13K Sell
350
-80
-19% -$2.89K 0.01% 323
2018
Q2 		$14K Buy
430
+80
+23% +$2.55K 0.01% 278
2018
Q1 		$11K Hold
350
– – 0.01% 260
2017
Q4 		$11K Hold
350
– – 0.01% 244
2017
Q3 		$11K Hold
350
– – 0.01% 205
2017
Q2 		$11K Hold
350
– – 0.01% 162
2017
Q1 		$10K Hold
350
– – 0.01% 156
2016
Q4 		$9K Buy
+350
New +$9.08K 0.01% 179

Other funds holding BX

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Cryder Capital Partners
Cryder Capital Partners London, United Kingdom $1.57B AUM 4.27% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Legacy Advisors's BX Position: Q3 2026 in Review

Legacy Advisors reduced its Blackstone (BX) stake by 21% in Q3 2026, selling an estimated $152K and leaving 4,315 shares worth $484K. The position accounts for 0.05% of the portfolio, ranked #186.

Legacy Advisors first reported a position in BX in Q4 2016 and has held it in 22 quarters since. The position peaked at $1.85M in Q4 2024. 1,197 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Legacy Advisors held 4,315 shares of Blackstone worth $484K as of Q3 2026.
  • Legacy Advisors sold 1,159 Blackstone shares in Q3 2026, an estimated $152K.
  • Blackstone made up 0.05% of Legacy Advisors's portfolio in Q3 2026, its #186 holding.
  • Legacy Advisors first reported a position in Blackstone in Q4 2016 and has held it in 22 quarters since.
  • Legacy Advisors's Blackstone position peaked at $1.85M in Q4 2024.
  • 1,197 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.