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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
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
Q2 		– Sell
-10,768
Closed -$1.51M – 74
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

Mirae Asset Global Investments
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
New York State Teachers Retirement System (NYSTRS)
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
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Legacy Advisors's BX Position: Q2 2026 in Review

Legacy Advisors reduced its Blackstone (BX) stake by 8.5% in Q2 2026, selling an estimated $61K and leaving 5,474 shares worth $644K. The position accounts for 0.06% of the portfolio, ranked #163.

Legacy Advisors first reported a position in BX in Q4 2016 and has held it in 21 quarters since. The position peaked at $1.85M in Q4 2024. 645 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Legacy Advisors held 5,474 shares of Blackstone worth $644K as of Q2 2026.
  • Legacy Advisors sold 508 Blackstone shares in Q2 2026, an estimated $61K.
  • Blackstone made up 0.06% of Legacy Advisors's portfolio in Q2 2026, its #163 holding.
  • Legacy Advisors first reported a position in Blackstone in Q4 2016 and has held it in 21 quarters since.
  • Legacy Advisors's Blackstone position peaked at $1.85M in Q4 2024.
  • 645 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.