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Pathway Financial Advisers’s Blackstone BX Stock Holding History

Pathway Financial Advisers’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 		– Sell
-1,600
Closed -$247K – 168
2025
Q4 		$247K Buy
1,600
+14
+0.9% +$2.13K 0.07% 148
2025
Q3 		$271K Buy
1,586
+10
+0.6% +$1.71K 0.08% 145
2025
Q2 		$236K Buy
1,576
+10
+0.6% +$1.37K 0.08% 152
2025
Q1 		$219K Buy
1,566
+14
+0.9% +$2.27K 0.08% 151
2024
Q4 		$268K Sell
1,552
-234,901
-99% -$40.9M 0.09% 143
2024
Q3 		$1.54K Buy
236,453
+234,917
+15,294% +$32.6M ﹤0.01% 364
2024
Q2 		$190K Buy
1,536
+13
+0.9% +$1.6K 0.07% 157
2024
Q1 		$200K Sell
1,523
-4,607
-75% -$575K 0.07% 157
2023
Q4 		$803K Sell
6,130
-171
-3% -$18.5K 0.31% 94
2023
Q3 		$675K Buy
+6,301
New +$656K 0.28% 96
2023
Q1 		$604K Buy
6,875
+1,733
+34% +$153K 0.24% 107
2022
Q4 		$382K Buy
+5,142
New +$444K 0.15% 129

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pathway Financial Advisers's BX Position: Q1 2026 in Review

Pathway Financial Advisers sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,600 shares — an estimated $247K sold.

Pathway Financial Advisers first reported a position in BX in Q4 2022 and held it in 12 quarters. The position peaked at $803K in Q4 2023. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Pathway Financial Advisers reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Pathway Financial Advisers sold 1,600 Blackstone shares in Q1 2026, an estimated $247K.
  • Pathway Financial Advisers first reported a position in Blackstone in Q4 2022 and held it in 12 quarters.
  • Pathway Financial Advisers's Blackstone position peaked at $803K in Q4 2023.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Pathway Financial Advisers's 13F filing for Q1 2026, filed 23 Apr 2026.