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Legacy Financial Advisors’s Blackstone BX Stock Holding History

Legacy Financial 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
2025
Q4 		– Sell
-1,437
Closed -$246K – 405
2025
Q3 		$246K Sell
1,437
-123
-8% -$21.1K 0.03% 364
2025
Q2 		$233K Sell
1,560
-249
-14% -$34.2K 0.04% 311
2025
Q1 		$253K Sell
1,809
-454
-20% -$73.7K 0.04% 303
2024
Q4 		$390K Buy
2,263
+865
+62% +$151K 0.06% 234
2024
Q3 		$214K Buy
+1,398
New +$194K 0.04% 332

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Legacy Financial Advisors's BX Position: Q4 2025 in Review

Legacy Financial Advisors sold out of Blackstone (BX) in Q4 2025, closing a stake of 1,437 shares — an estimated $246K sold.

Legacy Financial Advisors first reported a position in BX in Q3 2024 and held it in 5 quarters. The position peaked at $390K in Q4 2024. 2,283 funds tracked by Wall St. Rank hold BX as of Q4 2025.

  • Legacy Financial Advisors reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,437 Blackstone shares in Q4 2025, an estimated $246K.
  • Legacy Financial Advisors first reported a position in Blackstone in Q3 2024 and held it in 5 quarters.
  • Legacy Financial Advisors's Blackstone position peaked at $390K in Q4 2024.
  • 2,283 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.