Trifecta Capital Advisors’s Blackstone BX Stock Holding History

Trifecta Capital 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	$471	Buy	+4	New	+$481	﹤0.01%	425
2025 Q4	–	Sell	-20	Closed	-$3.42K	–	282
2025 Q3	$3.42K	Hold	20	–	–	﹤0.01%	291
2025 Q2	$2.99K	Buy	20 +8	+67%	+$1.1K	﹤0.01%	303
2025 Q1	$1.68K	Hold	12	–	–	﹤0.01%	329
2024 Q4	$2.07K	Hold	12	–	–	﹤0.01%	299
2024 Q3	$1.84K	Hold	12	–	–	﹤0.01%	325
2024 Q2	$1.49K	Sell	12 -380	-97%	-$46.8K	﹤0.01%	343
2024 Q1	$51.5K	Buy	+392	New	+$49K	0.01%	139
2023 Q4	–	Sell	-98	Closed	-$10.5K	–	438
2023 Q3	$10.5K	Buy	+98	New	+$10.2K	﹤0.01%	210
2023 Q2	–	Sell	-145	Closed	-$12.7K	–	420
2023 Q1	$12.7K	Buy	+145	New	+$12.8K	﹤0.01%	203

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Trifecta Capital Advisors's BX Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in Blackstone (BX) in Q2 2026: 4 shares worth $471. The stake represents ﹤0.01% of the portfolio and ranks #425 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in BX as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in BX in Q1 2023 and has held it in 10 quarters since. The position peaked at $51.5K in Q1 2024. 2,157 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Trifecta Capital Advisors held 4 shares of Blackstone worth $471 as of Q2 2026.
Blackstone was a new Trifecta Capital Advisors position in Q2 2026.
Blackstone made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #425 holding.
Trifecta Capital Advisors first reported a position in Blackstone in Q1 2023 and has held it in 10 quarters since.
Trifecta Capital Advisors's Blackstone position peaked at $51.5K in Q1 2024.
2,157 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.