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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oxford Financial Group's BX Position: Q1 2026 in Review

Oxford Financial Group reduced its Blackstone (BX) stake by 2.8% in Q1 2026, selling an estimated $17.6K and leaving 4,734 shares worth $544K. The position accounts for 0.03% of the portfolio, ranked #153.

Oxford Financial Group first reported a position in BX in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.49M in Q4 2024. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Oxford Financial Group held 4,734 shares of Blackstone worth $544K as of Q1 2026.
Oxford Financial Group sold 135 Blackstone shares in Q1 2026, an estimated $17.6K.
Blackstone made up 0.03% of Oxford Financial Group's portfolio in Q1 2026, its #153 holding.
Oxford Financial Group first reported a position in Blackstone in Q2 2023 and has held it in 12 quarters since.
Oxford Financial Group's Blackstone position peaked at $4.49M in Q4 2024.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.