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SC&H Financial Advisors’s Blackstone BX Stock Holding History

SC&H Financial 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
Q2 		$235K Hold
1,996
– – 0.03% 153
2026
Q1 		$230K Sell
1,996
-41
-2% -$5.33K 0.03% 145
2025
Q4 		$314K Sell
2,037
-173
-8% -$26.3K 0.05% 122
2025
Q3 		$378K Buy
2,210
+40
+2% +$6.85K 0.06% 98
2025
Q2 		$325K Sell
2,170
-362
-14% -$49.7K 0.06% 113
2025
Q1 		$354K Hold
2,532
– – 0.07% 106
2024
Q4 		$437K Hold
2,532
– – 0.09% 93
2024
Q3 		$388K Hold
2,532
– – 0.08% 105
2024
Q2 		$313K Hold
2,532
– – 0.08% 112
2024
Q1 		$333K Hold
2,532
– – 0.09% 107
2023
Q4 		$331K Sell
2,532
-872
-26% -$94.3K 0.1% 107
2023
Q3 		$365K Buy
3,404
+8
+0.2% +$833 0.12% 103
2023
Q2 		$316K Buy
3,396
+10
+0.3% +$864 0.1% 110
2023
Q1 		$297K Buy
+3,386
New +$299K 0.11% 111
2022
Q4 		– Sell
-2,386
Closed -$200K – 127
2022
Q3 		$200K Hold
2,386
– – 0.1% 126
2022
Q2 		$218K Sell
2,386
-1,885
-44% -$204K 0.1% 130
2022
Q1 		$542K Sell
4,271
-96
-2% -$11.7K 0.26% 82
2021
Q4 		$565K Buy
+4,367
New +$582K 0.31% 76

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

SC&H Financial Advisors's BX Position: Q2 2026 in Review

SC&H Financial Advisors held its Blackstone (BX) position steady in Q2 2026 at 1,996 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #153.

SC&H Financial Advisors first reported a position in BX in Q4 2021 and has held it in 18 quarters since. The position peaked at $565K in Q4 2021. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • SC&H Financial Advisors held 1,996 shares of Blackstone worth $235K as of Q2 2026.
  • SC&H Financial Advisors left its Blackstone share count unchanged in Q2 2026.
  • Blackstone made up 0.03% of SC&H Financial Advisors's portfolio in Q2 2026, its #153 holding.
  • SC&H Financial Advisors first reported a position in Blackstone in Q4 2021 and has held it in 18 quarters since.
  • SC&H Financial Advisors's Blackstone position peaked at $565K in Q4 2021.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.