Roxbury Financial’s Blackstone BX Stock Holding History

Roxbury Financial’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	$15.6K	Sell	133 -17	-11%	-$2.04K	0.01%	290
2026 Q1	$17.2K	Sell	150 -1	-0.7%	-$130	0.02%	271
2025 Q4	$23.3K	Buy	151 +1	+0.7%	+$152	0.02%	242
2025 Q3	$25.6K	Sell	150 -8	-5%	-$1.37K	0.02%	230
2025 Q2	$23.6K	Sell	158 -19	-11%	-$2.61K	0.02%	229
2025 Q1	$28.5K	Buy	177 +2	+1%	+$325	0.03%	214
2024 Q4	$33.5K	Buy	+175	New	+$30.5K	0.03%	199

Other funds holding BX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Roxbury Financial's BX Position: Q2 2026 in Review

Roxbury Financial reduced its Blackstone (BX) stake by 11% in Q2 2026, selling an estimated $2.04K and leaving 133 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #290.

Roxbury Financial first reported a position in BX in Q4 2024 and has held it in 7 quarters since. The position peaked at $33.5K in Q4 2024. 645 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Roxbury Financial held 133 shares of Blackstone worth $15.6K as of Q2 2026.
Roxbury Financial sold 17 Blackstone shares in Q2 2026, an estimated $2.04K.
Blackstone made up 0.01% of Roxbury Financial's portfolio in Q2 2026, its #290 holding.
Roxbury Financial first reported a position in Blackstone in Q4 2024 and has held it in 7 quarters since.
Roxbury Financial's Blackstone position peaked at $33.5K in Q4 2024.
645 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.