Root Financial Partners
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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
Q3 		$92.9K Buy
+829
New +$108K ﹤0.01% 768
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 $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Root Financial Partners's BX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Blackstone (BX) in Q3 2026: 829 shares worth $92.9K. The stake represents ﹤0.01% of the portfolio and ranks #768 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BX as recently as Q1 2026.

Root Financial Partners first reported a position in BX in Q3 2025 and has held it in 4 quarters since. The position peaked at $150K in Q3 2025. 1,882 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Root Financial Partners held 829 shares of Blackstone worth $92.9K as of Q3 2026.
  • Blackstone was a new Root Financial Partners position in Q3 2026.
  • Blackstone made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #768 holding.
  • Root Financial Partners first reported a position in Blackstone in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Blackstone position peaked at $150K in Q3 2025.
  • 1,882 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.