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Provenance Wealth Advisors’s Blackstone BX Stock Holding History

Provenance Wealth Advisors’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 		$10.9K Buy
93
+3
+3% +$360 ﹤0.01% 344
2026
Q1 		$10.3K Hold
90
– – ﹤0.01% 310
2025
Q4 		$13.9K Sell
90
-674
-88% -$102K ﹤0.01% 289
2025
Q3 		$131K Hold
764
– – 0.02% 151
2025
Q2 		$114K Hold
764
– – 0.02% 155
2025
Q1 		$107K Hold
764
– – 0.02% 180
2024
Q4 		$132K Hold
764
– – 0.02% 168
2024
Q3 		$117K Hold
764
– – 0.01% 175
2024
Q2 		$94.6K Hold
764
– – 0.01% 178
2024
Q1 		$100K Hold
764
– – 0.01% 181
2023
Q4 		$100K Hold
764
– – 0.01% 163
2023
Q3 		$81.9K Buy
+764
New +$79.6K 0.01% 153

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

Provenance Wealth Advisors's BX Position: Q2 2026 in Review

Provenance Wealth Advisors increased its Blackstone (BX) stake by 3.3% in Q2 2026, buying an estimated $360 and bringing the position to 93 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Provenance Wealth Advisors first reported a position in BX in Q3 2023 and has held it in 12 quarters since. The position peaked at $132K in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Provenance Wealth Advisors held 93 shares of Blackstone worth $10.9K as of Q2 2026.
  • Provenance Wealth Advisors bought 3 Blackstone shares in Q2 2026, an estimated $360.
  • Blackstone made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #344 holding.
  • Provenance Wealth Advisors first reported a position in Blackstone in Q3 2023 and has held it in 12 quarters since.
  • Provenance Wealth Advisors's Blackstone position peaked at $132K in Q4 2024.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.