Rational Advisors
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Rational Advisors’s Blackstone BX Stock Holding History

Rational 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
Q3 		$1.1M Buy
9,842
+88
+0.9% +$11.5K 0.1% 85
2026
Q2 		$1.15M Buy
9,754
+45
+0.5% +$5.41K 0.11% 83
2026
Q1 		$1.12M Sell
9,709
-5,000
-34% -$651K 0.11% 83
2025
Q4 		$2.27M Sell
14,709
-3,945
-21% -$599K 0.23% 72
2025
Q3 		$3.19M Sell
18,654
-3,670
-16% -$629K 0.32% 60
2025
Q2 		$3.34M Buy
22,324
+3,824
+21% +$525K 0.33% 57
2025
Q1 		$2.59M Sell
18,500
-1,900
-9% -$308K 0.26% 58
2024
Q4 		$3.52M Sell
20,400
-1,600
-7% -$279K 0.34% 48
2024
Q3 		$3.37M Buy
22,000
+1,000
+5% +$139K 0.32% 45
2024
Q2 		$2.6M Sell
21,000
-4,600
-18% -$566K 0.25% 52
2024
Q1 		$3.36M Buy
25,600
+8,600
+51% +$1.07M 0.31% 44
2023
Q4 		$2.23M Sell
17,000
-1,000
-6% -$108K 0.23% 53
2023
Q3 		$1.93M Sell
18,000
-50,385
-74% -$5.25M 0.17% 63
2023
Q2 		$6.36M Buy
68,385
+785
+1% +$67.8K 0.53% 20
2023
Q1 		$5.94M Sell
67,600
-4,000
-6% -$353K 0.48% 22
2022
Q4 		$5.31M Sell
71,600
-9,000
-11% -$777K 0.44% 23
2022
Q3 		$6.75M Buy
80,600
+2,000
+3% +$194K 0.53% 22
2022
Q2 		$7.17M Buy
78,600
+26,100
+50% +$2.82M 0.52% 22
2022
Q1 		$6.66M Buy
52,500
+9,200
+21% +$1.12M 0.39% 22
2021
Q4 		$5.6M Buy
43,300
+19,800
+84% +$2.64M 0.34% 28
2021
Q3 		$2.73M Buy
23,500
+8,500
+57% +$986K 0.21% 38
2021
Q2 		$1.46M Buy
+15,000
New +$1.33M 0.17% 68
2020
Q4 		– Sell
-24,510
Closed -$1.28M – 262
2020
Q3 		$1.28M Buy
24,510
+8,371
+52% +$448K 0.55% 53
2020
Q2 		$914K Sell
16,139
-4,050
-20% -$213K 0.47% 72
2020
Q1 		$920K Buy
20,189
+8,000
+66% +$443K 0.67% 42
2019
Q4 		$682K Buy
+12,189
New +$632K 0.32% 90
2013
Q4 		$589K Sell
19,055
-105,385
-85% -$2.87M 0.05% 335
2013
Q3 		$3.04M Sell
124,440
-2,242
-2% -$49.9K 0.23% 134
2013
Q2 		$2.62M Buy
+126,682
New +$2.64M 0.22% 152

Other funds holding BX

Cryder Capital Partners
Cryder Capital Partners London, United Kingdom $1.57B AUM 4.27% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
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

Rational Advisors's BX Position: Q3 2026 in Review

Rational Advisors increased its Blackstone (BX) stake by 0.9% in Q3 2026, buying an estimated $11.5K and bringing the position to 9,842 shares worth $1.1M. The position accounts for 0.1% of the portfolio, ranked #85.

Rational Advisors first reported a position in BX in Q2 2013 and has held it in 29 quarters since. The position peaked at $7.17M in Q2 2022. 1,013 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Rational Advisors held 9,842 shares of Blackstone worth $1.1M as of Q3 2026.
  • Rational Advisors bought 88 Blackstone shares in Q3 2026, an estimated $11.5K.
  • Blackstone made up 0.1% of Rational Advisors's portfolio in Q3 2026, its #85 holding.
  • Rational Advisors first reported a position in Blackstone in Q2 2013 and has held it in 29 quarters since.
  • Rational Advisors's Blackstone position peaked at $7.17M in Q2 2022.
  • 1,013 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Rational Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.