SFA
BX icon

Sequoia Financial Advisors’s Blackstone BX Stock Holding History

Sequoia 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 		$28.9M Buy
245,370
+11,983
+5% +$1.44M 0.14% 110
2026
Q1 		$26.8M Buy
233,387
+26,889
+13% +$3.5M 0.15% 105
2025
Q4 		$31.8M Buy
206,498
+12,800
+7% +$1.95M 0.18% 98
2025
Q3 		$33.1M Buy
193,698
+5,223
+3% +$895K 0.2% 93
2025
Q2 		$28.2M Buy
188,475
+18,854
+11% +$2.59M 0.19% 98
2025
Q1 		$23.7M Buy
169,621
+77,448
+84% +$12.6M 0.18% 109
2024
Q4 		$15.9M Buy
92,173
+1,122
+1% +$195K 0.15% 135
2024
Q3 		$13.9M Buy
91,051
+1,495
+2% +$207K 0.15% 127
2024
Q2 		$11.1M Sell
89,556
-60,711
-40% -$7.47M 0.13% 131
2024
Q1 		$19.7M Sell
150,267
-143,956
-49% -$18M 0.25% 88
2023
Q4 		$38.5M Sell
294,223
-16,194
-5% -$1.75M 0.48% 40
2023
Q3 		$33.3M Buy
310,417
+38,645
+14% +$4.02M 0.58% 39
2023
Q2 		$25.3M Buy
271,772
+179,204
+194% +$15.5M 0.43% 46
2023
Q1 		$8.13M Buy
92,568
+4,066
+5% +$359K 0.18% 109
2022
Q4 		$6.57M Buy
88,502
+32,924
+59% +$2.84M 0.16% 119
2022
Q3 		$4.65M Buy
55,578
+4,195
+8% +$406K 0.15% 122
2022
Q2 		$4.69M Buy
51,383
+10,996
+27% +$1.19M 0.13% 123
2022
Q1 		$5.13M Buy
40,387
+34,445
+580% +$4.2M 0.13% 116
2021
Q4 		$769K Buy
+5,942
New +$792K 0.02% 261
2021
Q3 		– Sell
-4,646
Closed -$451K – 282
2021
Q2 		$451K Buy
4,646
+777
+20% +$69K 0.02% 296
2021
Q1 		$288K Buy
+3,869
New +$267K 0.01% 345
2017
Q1 		– Sell
-9,045
Closed -$244K – 292
2016
Q4 		$244K Sell
9,045
-1,134
-11% -$29.4K 0.03% 232
2016
Q3 		$260K Sell
10,179
-1,260
-11% -$33.2K 0.05% 191
2016
Q2 		$281K Buy
+11,439
New +$304K 0.08% 181

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

Sequoia Financial Advisors's BX Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Blackstone (BX) stake by 5.1% in Q2 2026, buying an estimated $1.44M and bringing the position to 245,370 shares worth $28.9M. The position accounts for 0.14% of the portfolio, ranked #110.

Sequoia Financial Advisors first reported a position in BX in Q2 2016 and has held it in 24 quarters since. The position peaked at $38.5M in Q4 2023. 2,151 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Sequoia Financial Advisors held 245,370 shares of Blackstone worth $28.9M as of Q2 2026.
  • Sequoia Financial Advisors bought 11,983 Blackstone shares in Q2 2026, an estimated $1.44M.
  • Blackstone made up 0.14% of Sequoia Financial Advisors's portfolio in Q2 2026, its #110 holding.
  • Sequoia Financial Advisors first reported a position in Blackstone in Q2 2016 and has held it in 24 quarters since.
  • Sequoia Financial Advisors's Blackstone position peaked at $38.5M in Q4 2023.
  • 2,151 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.