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Sovran Advisors’s Blackstone BX Stock Holding History

Sovran 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 		$215K Buy
+1,602
New +$192K 0.02% 578
2026
Q1 		– Sell
-1,776
Closed -$286K – 582
2025
Q4 		$286K Buy
1,776
+16
+0.9% +$2.43K 0.02% 459
2025
Q3 		$261K Buy
1,760
+3
+0.2% +$514 0.02% 455
2025
Q2 		$275K Buy
+1,757
New +$241K 0.03% 418

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

Sovran Advisors's BX Position: Q2 2026 in Review

Sovran Advisors opened a new position in Blackstone (BX) in Q2 2026: 1,602 shares worth $215K. The stake represents 0.02% of the portfolio and ranks #578 among its holdings. This is a return to the name: Sovran Advisors previously reported a position in BX as recently as Q4 2025.

Sovran Advisors first reported a position in BX in Q2 2025 and has held it in 4 quarters since. The position peaked at $286K in Q4 2025. 2,152 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Sovran Advisors held 1,602 shares of Blackstone worth $215K as of Q2 2026.
  • Blackstone was a new Sovran Advisors position in Q2 2026.
  • Blackstone made up 0.02% of Sovran Advisors's portfolio in Q2 2026, its #578 holding.
  • Sovran Advisors first reported a position in Blackstone in Q2 2025 and has held it in 4 quarters since.
  • Sovran Advisors's Blackstone position peaked at $286K in Q4 2025.
  • 2,152 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.