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Three Bearings Fiduciary Advisors’s Blackstone BX Stock Holding History

Three Bearings Fiduciary 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
Q1 		– Sell
-10
Closed -$1.43K – 340
2025
Q4 		$1.43K Buy
+10
New +$1.52K ﹤0.01% 256

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Three Bearings Fiduciary Advisors's BX Position: Q1 2026 in Review

Three Bearings Fiduciary Advisors sold out of Blackstone (BX) in Q1 2026, closing a stake of 10 shares — an estimated $1.43K sold.

Three Bearings Fiduciary Advisors first reported a position in BX in Q4 2025 and held it in 1 quarter. The position peaked at $1.43K in Q4 2025. 2,130 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Three Bearings Fiduciary Advisors reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Three Bearings Fiduciary Advisors sold 10 Blackstone shares in Q1 2026, an estimated $1.43K.
  • Three Bearings Fiduciary Advisors first reported a position in Blackstone in Q4 2025 and held it in 1 quarter.
  • Three Bearings Fiduciary Advisors's Blackstone position peaked at $1.43K in Q4 2025.
  • 2,130 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q1 2026, filed 11 Jun 2026.