RA
BX icon

RFG Advisory’s Blackstone BX Stock Holding History

RFG Advisory’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 		$1.48M Buy
12,548
+6,965
+125% +$837K 0.02% 452
2026
Q1 		$642K Buy
5,583
+1,731
+45% +$225K 0.01% 663
2025
Q4 		$594K Buy
3,852
+54
+1% +$8.21K 0.01% 654
2025
Q3 		$649K Buy
3,798
+447
+13% +$76.6K 0.01% 582
2025
Q2 		$501K Buy
3,351
+155
+5% +$21.3K 0.01% 618
2025
Q1 		$447K Sell
3,196
-33
-1% -$5.36K 0.01% 597
2024
Q4 		$557K Sell
3,229
-358
-10% -$62.4K 0.02% 493
2024
Q3 		$549K Sell
3,587
-3,860
-52% -$536K 0.02% 490
2024
Q2 		$922K Sell
7,447
-2,729
-27% -$336K 0.03% 363
2024
Q1 		$1.34M Buy
10,176
+19
+0.2% +$2.37K 0.05% 298
2023
Q4 		$1.33M Buy
10,157
+678
+7% +$73.4K 0.05% 268
2023
Q3 		$1.02M Sell
9,479
-1,441
-13% -$150K 0.05% 282
2023
Q2 		$1.02M Sell
10,920
-217
-2% -$18.7K 0.05% 293
2023
Q1 		$978K Sell
11,137
-1,269
-10% -$112K 0.05% 281
2022
Q4 		$1.21M Sell
12,406
-1,186
-9% -$102K 0.06% 239
2022
Q3 		$1.26M Sell
13,592
-3,224
-19% -$312K 0.07% 218
2022
Q2 		$1.7M Buy
16,816
+10,247
+156% +$1.11M 0.1% 164
2022
Q1 		$834K Buy
+6,569
New +$801K 0.05% 220

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

RFG Advisory's BX Position: Q2 2026 in Review

RFG Advisory increased its Blackstone (BX) stake by 125% in Q2 2026, buying an estimated $837K and bringing the position to 12,548 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #452.

RFG Advisory first reported a position in BX in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.7M in Q2 2022. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • RFG Advisory held 12,548 shares of Blackstone worth $1.48M as of Q2 2026.
  • RFG Advisory bought 6,965 Blackstone shares in Q2 2026, an estimated $837K.
  • Blackstone made up 0.02% of RFG Advisory's portfolio in Q2 2026, its #452 holding.
  • RFG Advisory first reported a position in Blackstone in Q1 2022 and has held it in 18 quarters since.
  • RFG Advisory's Blackstone position peaked at $1.7M in Q2 2022.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.