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Regent Peak Wealth Advisors’s Blackstone BX Stock Holding History

Regent Peak 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
Q1 		– Sell
-1,947
Closed -$300K – 202
2025
Q4 		$300K Buy
1,947
+49
+3% +$7.45K 0.06% 137
2025
Q3 		$324K Buy
+1,898
New +$325K 0.07% 126
2025
Q1 		$251K Sell
1,796
-65
-3% -$10.6K 0.06% 138
2024
Q4 		$321K Buy
1,861
+99
+6% +$17.2K 0.07% 116
2024
Q3 		$270K Buy
1,762
+46
+3% +$6.38K 0.06% 129
2024
Q2 		$212K Buy
1,716
+65
+4% +$8K 0.05% 155
2024
Q1 		$217K Buy
1,651
+39
+2% +$4.87K 0.06% 152
2023
Q4 		$211K Buy
+1,612
New +$174K 0.06% 154

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Regent Peak Wealth Advisors's BX Position: Q1 2026 in Review

Regent Peak Wealth Advisors sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,947 shares — an estimated $300K sold.

Regent Peak Wealth Advisors first reported a position in BX in Q4 2023 and held it in 8 quarters. The position peaked at $324K in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Regent Peak Wealth Advisors reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 1,947 Blackstone shares in Q1 2026, an estimated $300K.
  • Regent Peak Wealth Advisors first reported a position in Blackstone in Q4 2023 and held it in 8 quarters.
  • Regent Peak Wealth Advisors's Blackstone position peaked at $324K in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.