Signature Estate & Investment Advisors’s Blackstone BX Stock Holding History

Signature Estate & Investment 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	$1.21M	Sell	10,267 -2,502	-20%	-$301K	0.02%	241
2026 Q1	$1.47M	Buy	12,769 +5,700	+81%	+$742K	0.03%	209
2025 Q4	$1.09M	Sell	7,069 -661	-9%	-$100K	0.02%	245
2025 Q3	$1.32M	Buy	7,730 +270	+4%	+$46.3K	0.03%	208
2025 Q2	$1.12M	Buy	7,460 +872	+13%	+$120K	0.03%	215
2025 Q1	$921K	Buy	6,588 +793	+14%	+$129K	0.02%	230
2024 Q4	$999K	Buy	5,795 +1,877	+48%	+$327K	0.03%	218
2024 Q3	$600K	Buy	3,918 +748	+24%	+$104K	0.01%	287
2024 Q2	$392K	Buy	3,170 +1,622	+105%	+$200K	0.01%	337
2024 Q1	$203K	Sell	1,548 -57	-4%	-$7.12K	0.01%	171
2023 Q4	$210K	Buy	+1,605	New	+$174K	0.01%	174

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Signature Estate & Investment Advisors's BX Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Blackstone (BX) stake by 20% in Q2 2026, selling an estimated $301K and leaving 10,267 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #241.

Signature Estate & Investment Advisors first reported a position in BX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.47M in Q1 2026. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Signature Estate & Investment Advisors held 10,267 shares of Blackstone worth $1.21M as of Q2 2026.
Signature Estate & Investment Advisors sold 2,502 Blackstone shares in Q2 2026, an estimated $301K.
Blackstone made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #241 holding.
Signature Estate & Investment Advisors first reported a position in Blackstone in Q4 2023 and has held it in 11 quarters since.
Signature Estate & Investment Advisors's Blackstone position peaked at $1.47M in Q1 2026.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.