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Strategic Investment Advisors’s Blackstone BX Stock Holding History

Strategic 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 		$104K Buy
+884
New +$106K 0.01% 392
2026
Q1 		– Sell
-2,823
Closed -$435K – 389
2025
Q4 		$435K Buy
+2,823
New +$429K 0.04% 180

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 $3.38T AUM 44.17% 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

Strategic Investment Advisors's BX Position: Q2 2026 in Review

Strategic Investment Advisors opened a new position in Blackstone (BX) in Q2 2026: 884 shares worth $104K. The stake represents 0.01% of the portfolio and ranks #392 among its holdings. This is a return to the name: Strategic Investment Advisors previously reported a position in BX as recently as Q4 2025.

Strategic Investment Advisors first reported a position in BX in Q4 2025 and has held it in 2 quarters since. The position peaked at $435K in Q4 2025. 2,163 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Strategic Investment Advisors held 884 shares of Blackstone worth $104K as of Q2 2026.
  • Blackstone was a new Strategic Investment Advisors position in Q2 2026.
  • Blackstone made up 0.01% of Strategic Investment Advisors's portfolio in Q2 2026, its #392 holding.
  • Strategic Investment Advisors first reported a position in Blackstone in Q4 2025 and has held it in 2 quarters since.
  • Strategic Investment Advisors's Blackstone position peaked at $435K in Q4 2025.
  • 2,163 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.