Towerpoint Wealth’s Blackstone BX Stock Holding History

Towerpoint Wealth’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	–	Sell	-3,062	Closed	-$360K	–	113
2026 Q2	$360K	Buy	+3,062	New	+$368K	0.12%	81

Other funds holding BX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Towerpoint Wealth's BX Position: Q3 2026 in Review

Towerpoint Wealth sold out of Blackstone (BX) in Q3 2026, closing a stake of 3,062 shares — an estimated $360K sold.

Towerpoint Wealth first reported a position in BX in Q2 2026 and held it in 1 quarter. The position peaked at $360K in Q2 2026. 883 funds tracked by Wall St. Rank hold BX as of Q3 2026.

Towerpoint Wealth reported no remaining Blackstone position as of Q3 2026 after selling out during the quarter.
Towerpoint Wealth sold 3,062 Blackstone shares in Q3 2026, an estimated $360K.
Towerpoint Wealth first reported a position in Blackstone in Q2 2026 and held it in 1 quarter.
Towerpoint Wealth's Blackstone position peaked at $360K in Q2 2026.
883 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Towerpoint Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.