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South Street Advisors’s Blackstone BX Stock Holding History

South Street 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 		– Sell
-2,135
Closed -$246K – 86
2026
Q1 		$246K Sell
2,135
-57,425
-96% -$7.47M 0.04% 74
2025
Q4 		$9.18M Buy
59,560
+2,919
+5% +$444K 1.29% 29
2025
Q3 		$9.68M Buy
56,641
+2,758
+5% +$473K 1.27% 30
2025
Q2 		$8.06M Sell
53,883
-817
-1% -$112K 1.2% 31
2025
Q1 		$7.65M Sell
54,700
-50,791
-48% -$8.24M 1.25% 33
2024
Q4 		$18.2M Sell
105,491
-3,816
-3% -$665K 2.79% 14
2024
Q3 		$16.7M Sell
109,307
-5,654
-5% -$784K 2.54% 16
2024
Q2 		$14.2M Buy
114,961
+27
+0% +$3.32K 2.16% 19
2024
Q1 		$15.1M Buy
114,934
+21,899
+24% +$2.73M 2.41% 18
2023
Q4 		$12.2M Sell
93,035
-12
-0% -$1.3K 2.28% 21
2023
Q3 		$9.97M Buy
93,047
+619
+0.7% +$64.5K 2% 24
2023
Q2 		$8.59M Sell
92,428
-3,649
-4% -$315K 1.7% 28
2023
Q1 		$8.44M Sell
96,077
-76,302
-44% -$6.74M 1.73% 27
2022
Q4 		$12.8M Sell
172,379
-6,053
-3% -$523K 2.82% 19
2022
Q3 		$14.9M Sell
178,432
-1,982
-1% -$192K 3.68% 9
2022
Q2 		$16.5M Sell
180,414
-1,498
-0.8% -$162K 3.75% 6
2022
Q1 		$23.1M Sell
181,912
-4,032
-2% -$492K 4.37% 3
2021
Q4 		$24.1M Sell
185,944
-1,831
-1% -$244K 4.21% 4
2021
Q3 		$21.8M Sell
187,775
-11,547
-6% -$1.34M 4.17% 4
2021
Q2 		$19.4M Sell
199,322
-27,739
-12% -$2.46M 3.59% 10
2021
Q1 		$16.9M Sell
227,061
-7,090
-3% -$489K 5.37% 10
2020
Q4 		$15.2M Buy
234,151
+2,130
+0.9% +$124K 3.22% 20
2020
Q3 		$12.1M Buy
232,021
+194
+0.1% +$10.4K 2.93% 20
2020
Q2 		$13.1M Sell
231,827
-1,090
-0.5% -$57.4K 3.52% 14
2020
Q1 		$10.6M Buy
232,917
+3,397
+1% +$188K 3.49% 15
2019
Q4 		$12.8M Buy
+229,520
New +$11.9M 3.32% 18

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

South Street Advisors's BX Position: Q2 2026 in Review

South Street Advisors sold out of Blackstone (BX) in Q2 2026, closing a stake of 2,135 shares — an estimated $246K sold.

South Street Advisors first reported a position in BX in Q4 2019 and held it in 26 quarters. The position peaked at $24.1M in Q4 2021. 2,157 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • South Street Advisors reported no remaining Blackstone position as of Q2 2026 after selling out during the quarter.
  • South Street Advisors sold 2,135 Blackstone shares in Q2 2026, an estimated $246K.
  • South Street Advisors first reported a position in Blackstone in Q4 2019 and held it in 26 quarters.
  • South Street Advisors's Blackstone position peaked at $24.1M in Q4 2021.
  • 2,157 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on South Street Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.