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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Trifecta Capital Advisors's BX Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Blackstone (BX) in Q4 2025, closing a stake of 20 shares — an estimated $3.42K sold.

Trifecta Capital Advisors first reported a position in BX in Q1 2023 and held it in 9 quarters. The position peaked at $51.5K in Q1 2024. 2,283 funds tracked by Wall St. Rank hold BX as of Q4 2025.

Trifecta Capital Advisors reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 20 Blackstone shares in Q4 2025, an estimated $3.42K.
Trifecta Capital Advisors first reported a position in Blackstone in Q1 2023 and held it in 9 quarters.
Trifecta Capital Advisors's Blackstone position peaked at $51.5K in Q1 2024.
2,283 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.