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Secured Retirement Advisors’s Blackstone BX Stock Holding History

Secured Retirement 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 		$266K Buy
+2,259
New +$271K 0.14% 130
2024
Q1 		– Sell
-8,193
Closed -$1.07M – 109
2023
Q4 		$1.07M Buy
+8,193
New +$886K 1.03% 40

Other funds holding BX

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
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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Secured Retirement Advisors's BX Position: Q2 2026 in Review

Secured Retirement Advisors opened a new position in Blackstone (BX) in Q2 2026: 2,259 shares worth $266K. The stake represents 0.14% of the portfolio and ranks #130 among its holdings. This is a return to the name: Secured Retirement Advisors previously reported a position in BX as recently as Q4 2023.

Secured Retirement Advisors first reported a position in BX in Q4 2023 and has held it in 2 quarters since. The position peaked at $1.07M in Q4 2023. 447 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Secured Retirement Advisors held 2,259 shares of Blackstone worth $266K as of Q2 2026.
  • Blackstone was a new Secured Retirement Advisors position in Q2 2026.
  • Blackstone made up 0.14% of Secured Retirement Advisors's portfolio in Q2 2026, its #130 holding.
  • Secured Retirement Advisors first reported a position in Blackstone in Q4 2023 and has held it in 2 quarters since.
  • Secured Retirement Advisors's Blackstone position peaked at $1.07M in Q4 2023.
  • 447 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.