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Summit Place Financial Advisors’s Blackstone BX Stock Holding History

Summit Place Financial 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 		$2.68M Buy
22,798
+2,225
+11% +$267K 1.18% 33
2026
Q1 		$2.37M Sell
20,573
-1,286
-6% -$167K 1.14% 33
2025
Q4 		$3.37M Sell
21,859
-550
-2% -$83.6K 1.63% 25
2025
Q3 		$3.83M Sell
22,409
-963
-4% -$165K 1.8% 20
2025
Q2 		$3.5M Buy
23,372
+971
+4% +$133K 1.76% 22
2025
Q1 		$3.13M Sell
22,401
-235
-1% -$38.1K 1.77% 23
2024
Q4 		$3.9M Sell
22,636
-2,030
-8% -$354K 2.22% 9
2024
Q3 		$3.78M Sell
24,666
-1,474
-6% -$204K 2.11% 11
2024
Q2 		$3.24M Sell
26,140
-35
-0.1% -$4.31K 1.91% 14
2024
Q1 		$3.44M Sell
26,175
-405
-2% -$50.6K 2.01% 16
2023
Q4 		$3.48M Sell
26,580
-389
-1% -$42.1K 2.28% 5
2023
Q3 		$2.89M Sell
26,969
-1,735
-6% -$181K 2.06% 9
2023
Q2 		$2.67M Buy
28,704
+1,989
+7% +$172K 1.73% 16
2023
Q1 		$2.35M Buy
26,715
+4,545
+21% +$401K 1.67% 25
2022
Q4 		$1.64M Buy
22,170
+5,175
+30% +$447K 1.35% 37
2022
Q3 		$1.42M Buy
16,995
+100
+0.6% +$9.69K 1.32% 33
2022
Q2 		$1.54M Buy
16,895
+365
+2% +$39.4K 1.29% 32
2022
Q1 		$2.1M Sell
16,530
-2,145
-11% -$262K 1.41% 25
2021
Q4 		$2.42M Sell
18,675
-1,400
-7% -$187K 1.67% 20
2021
Q3 		$2.34M Sell
20,075
-3,250
-14% -$377K 1.7% 16
2021
Q2 		$2.27M Sell
23,325
-8,050
-26% -$715K 1.67% 15
2021
Q1 		$2.34M Sell
31,375
-2,825
-8% -$195K 1.88% 7
2020
Q4 		$2.22M Buy
34,200
+1,825
+6% +$106K 1.92% 12
2020
Q3 		$1.69M Buy
32,375
+2,600
+9% +$139K 1.7% 24
2020
Q2 		$1.69M Sell
29,775
-8,425
-22% -$443K 2.67% 17
2020
Q1 		$1.74M Buy
38,200
+3,350
+10% +$185K 3.72% 8
2019
Q4 		$1.95M Buy
+34,850
New +$1.81M 3.09% 8

Other funds holding BX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

Summit Place Financial Advisors's BX Position: Q2 2026 in Review

Summit Place Financial Advisors increased its Blackstone (BX) stake by 11% in Q2 2026, buying an estimated $267K and bringing the position to 22,798 shares worth $2.68M. The position accounts for 1.18% of the portfolio, ranked #33.

Summit Place Financial Advisors first reported a position in BX in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.9M in Q4 2024. 911 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Summit Place Financial Advisors held 22,798 shares of Blackstone worth $2.68M as of Q2 2026.
  • Summit Place Financial Advisors bought 2,225 Blackstone shares in Q2 2026, an estimated $267K.
  • Blackstone made up 1.18% of Summit Place Financial Advisors's portfolio in Q2 2026, its #33 holding.
  • Summit Place Financial Advisors first reported a position in Blackstone in Q4 2019 and has held it in 27 quarters since.
  • Summit Place Financial Advisors's Blackstone position peaked at $3.9M in Q4 2024.
  • 911 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.