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Root Financial Partners’s Blackstone BX Stock Holding History

Root Financial Partners’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 		– Sell
-525
Closed -$60.4K – 836
2026
Q1 		$60.4K Sell
525
-151
-22% -$19.6K ﹤0.01% 786
2025
Q4 		$104K Sell
676
-199
-23% -$30.2K 0.01% 454
2025
Q3 		$150K Buy
+875
New +$150K 0.01% 337

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Vanguard Capital Management
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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

Root Financial Partners's BX Position: Q2 2026 in Review

Root Financial Partners sold out of Blackstone (BX) in Q2 2026, closing a stake of 525 shares — an estimated $60.4K sold.

Root Financial Partners first reported a position in BX in Q3 2025 and held it in 3 quarters. The position peaked at $150K in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Root Financial Partners reported no remaining Blackstone position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 525 Blackstone shares in Q2 2026, an estimated $60.4K.
  • Root Financial Partners first reported a position in Blackstone in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Blackstone position peaked at $150K in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.