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Transamerica Financial Advisors’s Blackstone BX Stock Holding History

Transamerica 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
Q1 		$27.6K Buy
240
+115
+92% +$15K ﹤0.01% 753
2025
Q4 		$19.2K Buy
125
+14
+13% +$2.13K ﹤0.01% 732
2025
Q3 		$18.8K Buy
+111
New +$19K ﹤0.01% 621
2016
Q2 		– Sell
-460
Closed -$13K – 435
2016
Q1 		$13K Hold
460
– – ﹤0.01% 517
2015
Q4 		$14K Sell
460
-213
-32% -$6.79K ﹤0.01% 563
2015
Q3 		$21K Hold
673
– – ﹤0.01% 497
2015
Q2 		$27K Buy
673
+367
+120% +$15.1K ﹤0.01% 524
2015
Q1 		$12K Hold
306
– – ﹤0.01% 593
2014
Q4 		$11K Buy
+306
New +$9.57K ﹤0.01% 486

Other funds holding BX

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 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 $1.47T 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