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Steph & Co’s Blackstone BX Stock Holding History

Steph & Co’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
Q3 		$26.7K Buy
238
+21
+10% +$2.75K 0.01% 215
2026
Q2 		$25.5K Sell
217
-135
-38% -$16.2K 0.01% 216
2026
Q1 		$40.5K Buy
352
+28
+9% +$3.64K 0.01% 209
2025
Q4 		$49.9K Buy
324
+155
+92% +$23.6K 0.01% 192
2025
Q3 		$28.9K Buy
169
+5
+3% +$857 0.01% 227
2025
Q2 		$24.5K Sell
164
-7
-4% -$962 0.01% 225
2025
Q1 		$23.9K Buy
171
+70
+69% +$11.4K 0.01% 192
2024
Q4 		$17.4K Sell
101
-51
-34% -$8.89K 0.01% 213
2024
Q3 		$23.3K Hold
152
– – 0.01% 215
2024
Q2 		$18.8K Buy
152
+12
+9% +$1.48K 0.01% 210
2024
Q1 		$18.4K Buy
+140
New +$17.5K 0.01% 220

Other funds holding BX

Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moody Lynn & Lieberson
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Steph & Co's BX Position: Q3 2026 in Review

Steph & Co increased its Blackstone (BX) stake by 9.7% in Q3 2026, buying an estimated $2.75K and bringing the position to 238 shares worth $26.7K. The position accounts for 0.01% of the portfolio, ranked #215.

Steph & Co first reported a position in BX in Q1 2024 and has held it in 11 quarters since. The position peaked at $49.9K in Q4 2025. 377 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Steph & Co held 238 shares of Blackstone worth $26.7K as of Q3 2026.
  • Steph & Co bought 21 Blackstone shares in Q3 2026, an estimated $2.75K.
  • Blackstone made up 0.01% of Steph & Co's portfolio in Q3 2026, its #215 holding.
  • Steph & Co first reported a position in Blackstone in Q1 2024 and has held it in 11 quarters since.
  • Steph & Co's Blackstone position peaked at $49.9K in Q4 2025.
  • 377 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.