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Richard Bernstein Advisors’s Blackstone BX Stock Holding History

Richard Bernstein 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 		$1.08M Buy
+9,353
New +$1.22M 0.03% 174
2023
Q2 		– Sell
-22,460
Closed -$1.97M – 181
2023
Q1 		$1.97M Hold
22,460
– – 0.04% 162
2022
Q4 		$1.67M Hold
22,460
– – 0.04% 168
2022
Q3 		$1.88M Hold
22,460
– – 0.05% 160
2022
Q2 		$2.05M Hold
22,460
– – 0.04% 173
2022
Q1 		$2.85M Buy
+22,460
New +$2.74M 0.06% 165

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

Richard Bernstein Advisors's BX Position: Q1 2026 in Review

Richard Bernstein Advisors opened a new position in Blackstone (BX) in Q1 2026: 9,353 shares worth $1.08M. The stake represents 0.03% of the portfolio and ranks #174 among its holdings. This is a return to the name: Richard Bernstein Advisors previously reported a position in BX as recently as Q1 2023.

Richard Bernstein Advisors first reported a position in BX in Q1 2022 and has held it in 6 quarters since. The position peaked at $2.85M in Q1 2022. 2,138 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Richard Bernstein Advisors held 9,353 shares of Blackstone worth $1.08M as of Q1 2026.
  • Blackstone was a new Richard Bernstein Advisors position in Q1 2026.
  • Blackstone made up 0.03% of Richard Bernstein Advisors's portfolio in Q1 2026, its #174 holding.
  • Richard Bernstein Advisors first reported a position in Blackstone in Q1 2022 and has held it in 6 quarters since.
  • Richard Bernstein Advisors's Blackstone position peaked at $2.85M in Q1 2022.
  • 2,138 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.