Triangle Securities Wealth Management
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Triangle Securities Wealth Management’s Blackstone BX Stock Holding History

Triangle Securities Wealth Management’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 		$10M Sell
88,021
-699
-0.8% -$91.5K 1.91% 14
2026
Q2 		$10.3M Buy
88,720
+44,913
+103% +$5.4M 2.05% 9
2026
Q1 		$5.04M Buy
43,807
+418
+1% +$54.4K 1.14% 24
2025
Q4 		$6.69M Sell
43,389
-684
-2% -$104K 1.41% 18
2025
Q3 		$7.53M Sell
44,073
-1,252
-3% -$215K 1.7% 15
2025
Q2 		$6.78M Sell
45,325
-1,091
-2% -$150K 1.67% 14
2025
Q1 		$6.49M Sell
46,416
-1,202
-3% -$195K 1.67% 14
2024
Q4 		$8.21M Sell
47,618
-2,653
-5% -$462K 2.11% 10
2024
Q3 		$7.7M Sell
50,271
-1,538
-3% -$213K 1.99% 11
2024
Q2 		$6.41M Sell
51,809
-1,798
-3% -$221K 1.81% 11
2024
Q1 		$7.04M Sell
53,607
-3,168
-6% -$396K 2.01% 10
2023
Q4 		$7.43M Sell
56,775
-908
-2% -$98.2K 2.31% 5
2023
Q3 		$6.18M Sell
57,683
-607
-1% -$63.2K 2.2% 7
2023
Q2 		$5.42M Sell
58,290
-414
-0.7% -$35.8K 1.86% 10
2023
Q1 		$5.16M Sell
58,704
-1,223
-2% -$108K 1.84% 11
2022
Q4 		$4.45M Sell
59,927
-564
-0.9% -$48.7K 1.63% 13
2022
Q3 		$5.06M Buy
60,491
+2,319
+4% +$225K 2.07% 8
2022
Q2 		$5.31M Sell
58,172
-2,697
-4% -$291K 2.07% 6
2022
Q1 		$7.73M Sell
60,869
-566
-0.9% -$69K 2.59% 6
2021
Q4 		$7.95M Sell
61,435
-913
-1% -$122K 2.49% 7
2021
Q3 		$7.25M Buy
62,348
+918
+1% +$107K 2.46% 6
2021
Q2 		$5.97M Buy
61,430
+2,384
+4% +$212K 2.02% 8
2021
Q1 		$4.4M Buy
59,046
+7,550
+15% +$521K 1.59% 11
2020
Q4 		$3.34M Buy
+51,496
New +$3M 1.32% 13

Other funds holding BX

Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
J.L. Bainbridge & Co
J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Triangle Securities Wealth Management's BX Position: Q3 2026 in Review

Triangle Securities Wealth Management reduced its Blackstone (BX) stake by 0.79% in Q3 2026, selling an estimated $91.5K and leaving 88,021 shares worth $10M. The position accounts for 1.91% of the portfolio, ranked #14.

Triangle Securities Wealth Management first reported a position in BX in Q4 2020 and has held it in 24 quarters since. The position peaked at $10.3M in Q2 2026. 563 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Triangle Securities Wealth Management held 88,021 shares of Blackstone worth $10M as of Q3 2026.
  • Triangle Securities Wealth Management sold 699 Blackstone shares in Q3 2026, an estimated $91.5K.
  • Blackstone made up 1.91% of Triangle Securities Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Triangle Securities Wealth Management first reported a position in Blackstone in Q4 2020 and has held it in 24 quarters since.
  • Triangle Securities Wealth Management's Blackstone position peaked at $10.3M in Q2 2026.
  • 563 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.