Lugano Financial Advisors SA (LFA)’s Blackstone BX Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$235K	Hold	2,000	–	–	0.14%	73
2026 Q1	$228K	Hold	2,000	–	–	0.12%	72
2025 Q4	$308K	Hold	2,000	–	–	0.16%	63
2025 Q3	$342K	Hold	2,000	–	–	0.18%	57
2025 Q2	$297K	Hold	2,000	–	–	0.18%	59
2025 Q1	$280K	Hold	2,000	–	–	0.19%	58
2024 Q4	$345K	Hold	2,000	–	–	0.23%	54
2024 Q3	$306K	Hold	2,000	–	–	0.21%	54
2024 Q2	$248K	Hold	2,000	–	–	0.19%	57
2024 Q1	$263K	Hold	2,000	–	–	0.19%	57
2023 Q4	$262K	Hold	2,000	–	–	0.21%	53
2023 Q3	$214K	Sell	2,000 -2,000	-50%	-$208K	0.18%	52
2023 Q2	$372K	Buy	+4,000	New	+$346K	0.25%	50

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s BX Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its Blackstone (BX) position steady in Q2 2026 at 2,000 shares worth $235K. The position accounts for 0.14% of the portfolio, ranked #73.

Lugano Financial Advisors SA (LFA) first reported a position in BX in Q2 2023 and has held it in 13 quarters since. The position peaked at $372K in Q2 2023. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 2,000 shares of Blackstone worth $235K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its Blackstone share count unchanged in Q2 2026.
Blackstone made up 0.14% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #73 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Blackstone in Q2 2023 and has held it in 13 quarters since.
Lugano Financial Advisors SA (LFA)'s Blackstone position peaked at $372K in Q2 2023.
2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.