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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
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

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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
VPM
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

Root Financial Partners's BX Position: Q1 2026 in Review

Root Financial Partners reduced its Blackstone (BX) stake by 22% in Q1 2026, selling an estimated $19.6K and leaving 525 shares worth $60.4K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Root Financial Partners first reported a position in BX in Q3 2025 and has held it in 3 quarters since. The position peaked at $150K in Q3 2025. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Root Financial Partners held 525 shares of Blackstone worth $60.4K as of Q1 2026.
  • Root Financial Partners sold 151 Blackstone shares in Q1 2026, an estimated $19.6K.
  • Blackstone made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #786 holding.
  • Root Financial Partners first reported a position in Blackstone in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Blackstone position peaked at $150K in Q3 2025.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.