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Oxford Financial Group’s Blackstone BX Stock Holding History

Oxford Financial Group’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 		– Sell
-4,734
Closed -$544K – 301
2026
Q1 		$544K Sell
4,734
-135
-3% -$17.6K 0.03% 153
2025
Q4 		$751K Sell
4,869
-19,162
-80% -$2.91M 0.04% 108
2025
Q3 		$4.11M Hold
24,031
– – 0.23% 39
2025
Q2 		$3.59M Sell
24,031
-2,000
-8% -$275K 0.21% 41
2025
Q1 		$3.64M Sell
26,031
-6
-0% -$974 0.26% 38
2024
Q4 		$4.49M Sell
26,037
-18
-0.1% -$3.14K 0.29% 34
2024
Q3 		$3.99M Sell
26,055
-322
-1% -$44.7K 0.25% 38
2024
Q2 		$3.27M Buy
26,377
+18,926
+254% +$2.33M 0.22% 39
2024
Q1 		$979K Sell
7,451
-406
-5% -$50.7K 0.07% 82
2023
Q4 		$1.03M Buy
7,857
+505
+7% +$54.6K 0.08% 83
2023
Q3 		$788K Buy
7,352
+117
+2% +$12.2K 0.07% 91
2023
Q2 		$673K Buy
+7,235
New +$625K 0.06% 105

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

Oxford Financial Group's BX Position: Q2 2026 in Review

Oxford Financial Group sold out of Blackstone (BX) in Q2 2026, closing a stake of 4,734 shares — an estimated $544K sold.

Oxford Financial Group first reported a position in BX in Q2 2023 and held it in 12 quarters. The position peaked at $4.49M in Q4 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Oxford Financial Group reported no remaining Blackstone position as of Q2 2026 after selling out during the quarter.
  • Oxford Financial Group sold 4,734 Blackstone shares in Q2 2026, an estimated $544K.
  • Oxford Financial Group first reported a position in Blackstone in Q2 2023 and held it in 12 quarters.
  • Oxford Financial Group's Blackstone position peaked at $4.49M in Q4 2024.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.