MFA Wealth Services’s Blackstone BX Stock Holding History

MFA Wealth Services’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	$561K	Buy	5,002 +58	+1%	+$7.59K	0.33%	76
2026 Q2	$582K	Buy	4,944 +652	+15%	+$78.3K	0.35%	74
2026 Q1	$494K	Buy	4,292 +283	+7%	+$36.8K	0.33%	80
2025 Q4	$618K	Buy	4,009 +239	+6%	+$36.3K	0.42%	68
2025 Q3	$644K	Buy	3,770 +104	+3%	+$17.8K	0.44%	63
2025 Q2	$548K	Buy	3,666 +38	+1%	+$5.22K	0.41%	63
2025 Q1	$507K	Sell	3,628 -1,093	-23%	-$177K	0.42%	59
2024 Q4	$814K	Buy	+4,721	New	+$823K	0.65%	44

Other funds holding BX

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MFA Wealth Services's BX Position: Q3 2026 in Review

MFA Wealth Services increased its Blackstone (BX) stake by 1.2% in Q3 2026, buying an estimated $7.59K and bringing the position to 5,002 shares worth $561K. The position accounts for 0.33% of the portfolio, ranked #76.

MFA Wealth Services first reported a position in BX in Q4 2024 and has held it in 8 quarters since. The position peaked at $814K in Q4 2024. 546 funds tracked by Wall St. Rank hold BX as of Q3 2026.

MFA Wealth Services held 5,002 shares of Blackstone worth $561K as of Q3 2026.
MFA Wealth Services bought 58 Blackstone shares in Q3 2026, an estimated $7.59K.
Blackstone made up 0.33% of MFA Wealth Services's portfolio in Q3 2026, its #76 holding.
MFA Wealth Services first reported a position in Blackstone in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's Blackstone position peaked at $814K in Q4 2024.
546 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.