Trifecta Capital Advisors
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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
Q3 		– Sell
-4
Closed -$471 – 335
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Trifecta Capital Advisors's BX Position: Q3 2026 in Review

Trifecta Capital Advisors sold out of Blackstone (BX) in Q3 2026, closing a stake of 4 shares — an estimated $471 sold.

Trifecta Capital Advisors first reported a position in BX in Q1 2023 and held it in 10 quarters. The position peaked at $51.5K in Q1 2024. 1,882 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Trifecta Capital Advisors reported no remaining Blackstone position as of Q3 2026 after selling out during the quarter.
  • Trifecta Capital Advisors sold 4 Blackstone shares in Q3 2026, an estimated $471.
  • Trifecta Capital Advisors first reported a position in Blackstone in Q1 2023 and held it in 10 quarters.
  • Trifecta Capital Advisors's Blackstone position peaked at $51.5K in Q1 2024.
  • 1,882 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.