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Marin Bay Wealth Advisors’s Blackstone BX Stock Holding History

Marin Bay Wealth 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 		$366K Buy
3,114
+75
+2% +$9.01K 0.2% 82
2026
Q1 		$350K Buy
3,039
+4
+0.1% +$520 0.21% 80
2025
Q4 		$468K Buy
+3,035
New +$461K 0.27% 57

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marin Bay Wealth Advisors's BX Position: Q2 2026 in Review

Marin Bay Wealth Advisors increased its Blackstone (BX) stake by 2.5% in Q2 2026, buying an estimated $9.01K and bringing the position to 3,114 shares worth $366K. The position accounts for 0.2% of the portfolio, ranked #82.

Marin Bay Wealth Advisors first reported a position in BX in Q4 2025 and has held it in 3 quarters since. The position peaked at $468K in Q4 2025. 2,148 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Marin Bay Wealth Advisors held 3,114 shares of Blackstone worth $366K as of Q2 2026.
  • Marin Bay Wealth Advisors bought 75 Blackstone shares in Q2 2026, an estimated $9.01K.
  • Blackstone made up 0.2% of Marin Bay Wealth Advisors's portfolio in Q2 2026, its #82 holding.
  • Marin Bay Wealth Advisors first reported a position in Blackstone in Q4 2025 and has held it in 3 quarters since.
  • Marin Bay Wealth Advisors's Blackstone position peaked at $468K in Q4 2025.
  • 2,148 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Marin Bay Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.