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Resurgent Financial Advisors’s Blackstone BX Stock Holding History

Resurgent Financial 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 		$639K Buy
5,427
+3,286
+153% +$395K 0.18% 126
2026
Q1 		$246K Buy
+2,141
New +$279K 0.09% 224
2024
Q1 		– Sell
-172
Closed -$22.5K – 239
2023
Q4 		$22.5K Buy
+172
New +$18.6K 0.01% 471
2023
Q1 		– Sell
-5,402
Closed -$401K – 508
2022
Q4 		$401K Buy
5,402
+2,084
+63% +$180K 0.21% 108
2022
Q3 		$278K Buy
3,318
+107
+3% +$10.4K 0.19% 142
2022
Q2 		$293K Buy
3,211
+53
+2% +$5.72K 0.19% 136
2022
Q1 		$401K Buy
+3,158
New +$385K 0.25% 101

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

Resurgent Financial Advisors's BX Position: Q2 2026 in Review

Resurgent Financial Advisors increased its Blackstone (BX) stake by 153% in Q2 2026, buying an estimated $395K and bringing the position to 5,427 shares worth $639K. The position accounts for 0.18% of the portfolio, ranked #126.

Resurgent Financial Advisors first reported a position in BX in Q1 2022 and has held it in 7 quarters since. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Resurgent Financial Advisors held 5,427 shares of Blackstone worth $639K as of Q2 2026.
  • Resurgent Financial Advisors bought 3,286 Blackstone shares in Q2 2026, an estimated $395K.
  • Blackstone made up 0.18% of Resurgent Financial Advisors's portfolio in Q2 2026, its #126 holding.
  • Resurgent Financial Advisors first reported a position in Blackstone in Q1 2022 and has held it in 7 quarters since.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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