Stiles Financial Services
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Stiles Financial Services’s Blackstone BX Stock Holding History

Stiles Financial Services’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 		$2.85M Buy
25,408
+1,484
+6% +$194K 0.73% 44
2026
Q2 		$2.82M Buy
23,924
+2,082
+10% +$250K 0.71% 45
2026
Q1 		$2.51M Buy
21,842
+3,243
+17% +$422K 0.77% 45
2025
Q4 		$2.87M Buy
18,599
+1,682
+10% +$256K 0.88% 38
2025
Q3 		$2.89M Buy
16,917
+1,113
+7% +$191K 0.91% 31
2025
Q2 		$2.36M Buy
15,804
+1,615
+11% +$222K 0.82% 43
2025
Q1 		$1.98M Buy
14,189
+508
+4% +$82.5K 0.76% 48
2024
Q4 		$2.36M Sell
13,681
-952
-7% -$166K 0.85% 40
2024
Q3 		$2.24M Sell
14,633
-605
-4% -$83.9K 0.79% 41
2024
Q2 		$1.89M Sell
15,238
-378
-2% -$46.5K 0.73% 46
2024
Q1 		$2.05M Buy
15,616
+438
+3% +$54.7K 0.82% 40
2023
Q4 		$1.99M Buy
15,178
+246
+2% +$26.6K 0.9% 37
2023
Q3 		$1.6M Buy
14,932
+1,013
+7% +$105K 0.83% 38
2023
Q2 		$1.29M Buy
13,919
+2,462
+21% +$213K 0.64% 53
2023
Q1 		$1.01M Buy
11,457
+2,951
+35% +$261K 0.54% 59
2022
Q4 		$631K Buy
+8,506
New +$735K 0.36% 80

Other funds holding BX

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Cryder Capital Partners
Cryder Capital Partners London, United Kingdom $1.57B AUM 4.27% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
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

Stiles Financial Services's BX Position: Q3 2026 in Review

Stiles Financial Services increased its Blackstone (BX) stake by 6.2% in Q3 2026, buying an estimated $194K and bringing the position to 25,408 shares worth $2.85M. The position accounts for 0.73% of the portfolio, ranked #44.

Stiles Financial Services first reported a position in BX in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.89M in Q3 2025. 1,092 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Stiles Financial Services held 25,408 shares of Blackstone worth $2.85M as of Q3 2026.
  • Stiles Financial Services bought 1,484 Blackstone shares in Q3 2026, an estimated $194K.
  • Blackstone made up 0.73% of Stiles Financial Services's portfolio in Q3 2026, its #44 holding.
  • Stiles Financial Services first reported a position in Blackstone in Q4 2022 and has held it in 16 quarters since.
  • Stiles Financial Services's Blackstone position peaked at $2.89M in Q3 2025.
  • 1,092 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.