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Regal Investment Advisors’s Blackstone BX Stock Holding History

Regal Investment 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 		$1.14M Buy
9,691
+1,689
+21% +$203K 0.06% 293
2026
Q1 		$920K Buy
8,002
+3,137
+64% +$408K 0.05% 306
2025
Q4 		$750K Sell
4,865
-340
-7% -$51.7K 0.04% 340
2025
Q3 		$889K Buy
5,205
+322
+7% +$55.2K 0.06% 285
2025
Q2 		$730K Buy
4,883
+597
+14% +$82K 0.05% 284
2025
Q1 		$599K Buy
4,286
+1,805
+73% +$293K 0.05% 291
2024
Q4 		$428K Buy
2,481
+33
+1% +$5.75K 0.03% 347
2024
Q3 		$375K Sell
2,448
-948
-28% -$132K 0.03% 400
2024
Q2 		$420K Buy
3,396
+252
+8% +$31K 0.03% 383
2024
Q1 		$413K Buy
3,144
+138
+5% +$17.2K 0.03% 395
2023
Q4 		$394K Buy
3,006
+221
+8% +$23.9K 0.03% 367
2023
Q3 		$298K Buy
2,785
+224
+9% +$23.3K 0.03% 390
2023
Q2 		$238K Buy
2,561
+105
+4% +$9.07K 0.02% 449
2023
Q1 		$216K Buy
+2,456
New +$217K 0.02% 467
2022
Q4 		– Sell
-2,918
Closed -$244K – 496
2022
Q3 		$244K Buy
2,918
+339
+13% +$32.8K 0.03% 404
2022
Q2 		$235K Buy
2,579
+545
+27% +$58.9K 0.02% 425
2022
Q1 		$258K Buy
2,034
+158
+8% +$19.3K 0.02% 446
2021
Q4 		$243K Buy
+1,876
New +$250K 0.02% 480
2015
Q4 		– Sell
-713
Closed -$22K – 350
2015
Q3 		$22K Buy
+713
New +$25.8K 0.01% 544

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

Regal Investment Advisors's BX Position: Q2 2026 in Review

Regal Investment Advisors increased its Blackstone (BX) stake by 21% in Q2 2026, buying an estimated $203K and bringing the position to 9,691 shares worth $1.14M. The position accounts for 0.06% of the portfolio, ranked #293.

Regal Investment Advisors first reported a position in BX in Q3 2015 and has held it in 19 quarters since. 2,158 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Regal Investment Advisors held 9,691 shares of Blackstone worth $1.14M as of Q2 2026.
  • Regal Investment Advisors bought 1,689 Blackstone shares in Q2 2026, an estimated $203K.
  • Blackstone made up 0.06% of Regal Investment Advisors's portfolio in Q2 2026, its #293 holding.
  • Regal Investment Advisors first reported a position in Blackstone in Q3 2015 and has held it in 19 quarters since.
  • 2,158 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.