River Street Advisors’s Blackstone BX Stock Holding History

River Street 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	$2.27M	Buy	19,721 +1,631	+9%	+$212K	0.77%	34
2025 Q4	$2.79M	Buy	18,090 +561	+3%	+$85.3K	1.04%	27
2025 Q3	$2.99M	Buy	17,529 +745	+4%	+$128K	1.16%	22
2025 Q2	$2.51M	Buy	16,784 +876	+6%	+$120K	1.08%	24
2025 Q1	$2.22M	Buy	15,908 +446	+3%	+$72.4K	1.1%	25
2024 Q4	$2.67M	Buy	15,462 +573	+4%	+$99.8K	1.36%	20
2024 Q3	$2.28M	Buy	14,889 +614	+4%	+$85.2K	1.24%	18
2024 Q2	$1.77M	Buy	14,275 +617	+5%	+$75.9K	1.09%	24
2024 Q1	$1.79M	Buy	13,658 +3,096	+29%	+$387K	1.21%	22
2023 Q4	$1.38M	Buy	10,562 +1,011	+11%	+$109K	1.1%	27
2023 Q3	$1.02M	Buy	9,551 +337	+4%	+$35.1K	0.97%	31
2023 Q2	$857K	Buy	9,214 +6,058	+192%	+$523K	0.82%	40
2023 Q1	$277K	Buy	+3,156	New	+$279K	0.27%	98

Other funds holding BX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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