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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
Q2 		$41.8K Buy
354
+114
+48% +$13.7K ﹤0.01% 728
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 $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

Transamerica Financial Advisors's BX Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Blackstone (BX) stake by 48% in Q2 2026, buying an estimated $13.7K and bringing the position to 354 shares worth $41.8K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Transamerica Financial Advisors first reported a position in BX in Q4 2014 and has held it in 10 quarters since. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Transamerica Financial Advisors held 354 shares of Blackstone worth $41.8K as of Q2 2026.
  • Transamerica Financial Advisors bought 114 Blackstone shares in Q2 2026, an estimated $13.7K.
  • Blackstone made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #728 holding.
  • Transamerica Financial Advisors first reported a position in Blackstone in Q4 2014 and has held it in 10 quarters since.
  • 2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.