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Legacy Private Trust’s Blackstone BX Stock Holding History

Legacy Private Trust’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 		$250K Sell
2,230
-30
-1% -$3.92K 0.01% 246
2026
Q2 		$266K Sell
2,260
-19
-0.8% -$2.28K 0.01% 240
2026
Q1 		$262K Sell
2,279
-100
-4% -$13K 0.02% 236
2025
Q4 		$367K Buy
2,379
+100
+4% +$15.2K 0.02% 218
2025
Q3 		$389K Hold
2,279
– – 0.02% 209
2025
Q2 		$341K Hold
2,279
– – 0.02% 208
2025
Q1 		$319K Hold
2,279
– – 0.02% 208
2024
Q4 		$393K Buy
2,279
+9
+0.4% +$1.57K 0.03% 197
2024
Q3 		$348K Buy
2,270
+40
+2% +$5.55K 0.02% 199
2024
Q2 		$276K Hold
2,230
– – 0.02% 207
2024
Q1 		$293K Hold
2,230
– – 0.02% 206
2023
Q4 		$292K Hold
2,230
– – 0.02% 200
2023
Q3 		$239K Hold
2,230
– – 0.02% 214
2023
Q2 		$207K Buy
+2,230
New +$193K 0.02% 222
2022
Q3 		– Sell
-2,330
Closed -$213K – 221
2022
Q2 		$213K Hold
2,330
– – 0.02% 214
2022
Q1 		$296K Buy
2,330
+100
+4% +$12.2K 0.02% 220
2021
Q4 		$289K Hold
2,230
– – 0.02% 219
2021
Q3 		$259K Hold
2,230
– – 0.02% 214
2021
Q2 		$217K Buy
+2,230
New +$198K 0.02% 220

Other funds holding BX

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Legacy Private Trust's BX Position: Q3 2026 in Review

Legacy Private Trust reduced its Blackstone (BX) stake by 1.3% in Q3 2026, selling an estimated $3.92K and leaving 2,230 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #246.

Legacy Private Trust first reported a position in BX in Q2 2021 and has held it in 19 quarters since. The position peaked at $393K in Q4 2024. 167 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Legacy Private Trust held 2,230 shares of Blackstone worth $250K as of Q3 2026.
  • Legacy Private Trust sold 30 Blackstone shares in Q3 2026, an estimated $3.92K.
  • Blackstone made up 0.01% of Legacy Private Trust's portfolio in Q3 2026, its #246 holding.
  • Legacy Private Trust first reported a position in Blackstone in Q2 2021 and has held it in 19 quarters since.
  • Legacy Private Trust's Blackstone position peaked at $393K in Q4 2024.
  • 167 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.