River Wealth Advisors’s Blackstone BX Stock Holding History

River Wealth 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	–	Sell	-1,298	Closed	-$200K	–	208
2025 Q4	$200K	Buy	+1,298	New	+$197K	0.02%	207

Other funds holding BX

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

VCM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

River Wealth Advisors's BX Position: Q1 2026 in Review

River Wealth Advisors sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,298 shares — an estimated $200K sold.

River Wealth Advisors first reported a position in BX in Q4 2025 and held it in 1 quarter. The position peaked at $200K in Q4 2025. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

River Wealth Advisors reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
River Wealth Advisors sold 1,298 Blackstone shares in Q1 2026, an estimated $200K.
River Wealth Advisors first reported a position in Blackstone in Q4 2025 and held it in 1 quarter.
River Wealth Advisors's Blackstone position peaked at $200K in Q4 2025.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.