PFS
BX icon

Prospera Financial Services’s Blackstone BX Stock Holding History

Prospera Financial 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
Q2 		$29.4M Buy
249,715
+1,076
+0.4% +$129K 0.43% 45
2026
Q1 		$28.6M Buy
248,639
+11,567
+5% +$1.5M 0.46% 38
2025
Q4 		$36.5M Buy
237,072
+1,948
+0.8% +$296K 0.6% 26
2025
Q3 		$40.2M Sell
235,124
-2,771
-1% -$475K 0.69% 24
2025
Q2 		$35.6M Buy
237,895
+777
+0.3% +$107K 0.66% 25
2025
Q1 		$33.1M Sell
237,118
-862
-0.4% -$140K 0.76% 22
2024
Q4 		$41M Buy
237,980
+341
+0.1% +$59.4K 0.96% 12
2024
Q3 		$36.4M Sell
237,639
-7,183
-3% -$997K 0.93% 14
2024
Q2 		$30.3M Buy
244,822
+8,714
+4% +$1.07M 0.84% 17
2024
Q1 		$31M Sell
236,108
-265
-0.1% -$33.1K 0.92% 14
2023
Q4 		$30.9M Sell
236,373
-1,213
-0.5% -$131K 1.02% 14
2023
Q3 		$25.5M Sell
237,586
-2,619
-1% -$273K 0.98% 12
2023
Q2 		$22.3M Buy
240,205
+3,596
+2% +$311K 0.85% 18
2023
Q1 		$20.8M Sell
236,609
-22,852
-9% -$2.02M 0.85% 14
2022
Q4 		$19.2M Buy
259,461
+7,128
+3% +$616K 0.96% 10
2022
Q3 		$21.1M Sell
252,333
-3,510
-1% -$340K 1.1% 10
2022
Q2 		$23.3M Sell
255,843
-4,294
-2% -$464K 1.19% 7
2022
Q1 		$33M Buy
260,137
+16,025
+7% +$1.95M 1.38% 8
2021
Q4 		$31.6M Buy
244,112
+15,439
+7% +$2.06M 1.37% 10
2021
Q3 		$26.6M Buy
228,673
+11,825
+5% +$1.37M 1.33% 10
2021
Q2 		$21.1M Buy
216,848
+670
+0.3% +$59.5K 1.06% 11
2021
Q1 		$16.1M Sell
216,178
-73,095
-25% -$5.05M 0.96% 12
2020
Q4 		$18.7M Buy
289,273
+73,681
+34% +$4.29M 1.29% 11
2020
Q3 		$11.3M Sell
215,592
-120,516
-36% -$6.45M 4.3% 2
2020
Q2 		$19M Sell
336,108
-103,285
-24% -$5.44M 1.69% 9
2020
Q1 		$20M Sell
439,393
-54,329
-11% -$3.01M 2.12% 6
2019
Q4 		$27.6M Sell
493,722
-17,218
-3% -$893K 2.13% 6
2019
Q3 		$25M Buy
510,940
+457,100
+849% +$22.3M 2.56% 6
2019
Q2 		$2.39M Buy
+53,840
New +$2.15M 0.27% 73
2019
Q1 		– Sell
-109,840
Closed -$3.27M – 339
2018
Q4 		$3.27M Buy
109,840
+82,387
+300% +$2.72M 0.66% 19
2018
Q3 		$886K Sell
27,453
-451,041
-94% -$16.3M 0.17% 139
2018
Q2 		$16.7M Buy
478,494
+9,626
+2% +$306K 2.27% 5
2018
Q1 		$14.7M Buy
468,868
+1,609
+0.3% +$54.9K 2.05% 5
2017
Q4 		$15.5M Sell
467,259
-47,777
-9% -$1.56M 2.37% 5
2017
Q3 		$17.3M Buy
515,036
+61,486
+14% +$2.02M 2.63% 5
2017
Q2 		$14.9M Sell
453,550
-333
-0.1% -$10.4K 2.39% 5
2017
Q1 		$13.4M Buy
453,883
+98,833
+28% +$2.97M 2.41% 5
2016
Q4 		$10.8M Buy
355,050
+102,050
+40% +$2.65M 2.12% 5
2016
Q3 		$6.46M Buy
253,000
+210,067
+489% +$5.54M 1.3% 10
2016
Q2 		$1.05M Buy
+42,933
New +$1.14M 0.22% 88
2016
Q1 		– Sell
-45,800
Closed -$1.34M – 341
2015
Q4 		$1.34M Buy
+45,800
New +$1.46M 0.29% 51
2015
Q3 		– Sell
-6,369
Closed -$255K – 296
2015
Q2 		$255K Hold
6,369
– – 0.06% 232
2015
Q1 		$243K Buy
6,369
+204
+3% +$7.37K 0.05% 252
2014
Q4 		$205K Buy
+6,165
New +$193K 0.05% 266
2014
Q2 		– Sell
-8,292
Closed -$271K – 275
2014
Q1 		$271K Sell
8,292
-1,611
-16% -$51.4K 0.09% 182
2013
Q4 		$306K Buy
9,903
+503
+5% +$13.7K 0.1% 160
2013
Q3 		$230K Buy
+9,400
New +$209K 0.09% 193

Other funds holding BX

CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Prospera Financial Services's BX Position: Q2 2026 in Review

Prospera Financial Services increased its Blackstone (BX) stake by 0.43% in Q2 2026, buying an estimated $129K and bringing the position to 249,715 shares worth $29.4M. The position accounts for 0.43% of the portfolio, ranked #45.

Prospera Financial Services first reported a position in BX in Q3 2013 and has held it in 47 quarters since. The position peaked at $41M in Q4 2024. 346 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Prospera Financial Services held 249,715 shares of Blackstone worth $29.4M as of Q2 2026.
  • Prospera Financial Services bought 1,076 Blackstone shares in Q2 2026, an estimated $129K.
  • Blackstone made up 0.43% of Prospera Financial Services's portfolio in Q2 2026, its #45 holding.
  • Prospera Financial Services first reported a position in Blackstone in Q3 2013 and has held it in 47 quarters since.
  • Prospera Financial Services's Blackstone position peaked at $41M in Q4 2024.
  • 346 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.