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RIA Advisory Group’s Blackstone BX Stock Holding History

RIA Advisory Group’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
-1,378
Closed -$212K – 153
2025
Q4 		$212K Sell
1,378
-125
-8% -$19K 0.05% 135
2025
Q3 		$257K Sell
1,503
-459
-23% -$78.6K 0.07% 126
2025
Q2 		$293K Buy
1,962
+12
+0.6% +$1.65K 0.09% 97
2025
Q1 		$273K Buy
1,950
+14
+0.7% +$2.27K 0.09% 113
2024
Q4 		$334K Buy
1,936
+237
+14% +$41.3K 0.11% 102
2024
Q3 		$260K Buy
+1,699
New +$236K 0.09% 112
2024
Q1 		$221K Buy
1,681
+11
+0.7% +$1.37K 0.09% 127
2023
Q4 		$219K Buy
+1,670
New +$181K 0.09% 112

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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

RIA Advisory Group's BX Position: Q1 2026 in Review

RIA Advisory Group sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,378 shares — an estimated $212K sold.

RIA Advisory Group first reported a position in BX in Q4 2023 and held it in 8 quarters. The position peaked at $334K in Q4 2024. 2,135 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • RIA Advisory Group reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • RIA Advisory Group sold 1,378 Blackstone shares in Q1 2026, an estimated $212K.
  • RIA Advisory Group first reported a position in Blackstone in Q4 2023 and held it in 8 quarters.
  • RIA Advisory Group's Blackstone position peaked at $334K in Q4 2024.
  • 2,135 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on RIA Advisory Group's 13F filing for Q1 2026, filed 24 Apr 2026.