Prota Financial
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Prota Financial’s Blackstone BX Stock Holding History

Prota Financial’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 		$231K Sell
2,061
-31
-1% -$4.06K 0.15% 62
2026
Q2 		$250K Sell
2,092
-73
-3% -$8.77K 0.16% 61
2026
Q1 		$249K Sell
2,165
-318
-13% -$41.4K 0.18% 58
2025
Q4 		$383K Buy
+2,483
New +$377K 0.28% 51

Other funds holding BX

Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
J.L. Bainbridge & Co
J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Randolph Company
Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Prota Financial's BX Position: Q3 2026 in Review

Prota Financial reduced its Blackstone (BX) stake by 1.5% in Q3 2026, selling an estimated $4.06K and leaving 2,061 shares worth $231K. The position accounts for 0.15% of the portfolio, ranked #62.

Prota Financial first reported a position in BX in Q4 2025 and has held it in 4 quarters since. The position peaked at $383K in Q4 2025. 627 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Prota Financial held 2,061 shares of Blackstone worth $231K as of Q3 2026.
  • Prota Financial sold 31 Blackstone shares in Q3 2026, an estimated $4.06K.
  • Blackstone made up 0.15% of Prota Financial's portfolio in Q3 2026, its #62 holding.
  • Prota Financial first reported a position in Blackstone in Q4 2025 and has held it in 4 quarters since.
  • Prota Financial's Blackstone position peaked at $383K in Q4 2025.
  • 627 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Prota Financial's 13F filing for Q3 2026, filed 8 Oct 2026.