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Trivium Point Advisory’s Blackstone BX Stock Holding History

Trivium Point Advisory’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 		$433K Buy
+3,680
New +$442K 0.04% 265
2026
Q1 		– Sell
-2,713
Closed -$418K – 278
2025
Q4 		$418K Buy
2,713
+70
+3% +$10.6K 0.04% 258
2025
Q3 		$452K Buy
2,643
+15
+0.6% +$2.57K 0.05% 249
2025
Q2 		$393K Buy
2,628
+14
+0.5% +$1.92K 0.04% 258
2025
Q1 		$365K Buy
2,614
+8
+0.3% +$1.3K 0.05% 261
2024
Q4 		$449K Buy
2,606
+193
+8% +$33.6K 0.06% 236
2024
Q3 		$438K Sell
2,413
-1,207
-33% -$167K 0.06% 237
2024
Q2 		$448K Buy
3,620
+1,060
+41% +$130K 0.07% 217
2024
Q1 		$336K Sell
2,560
-257
-9% -$32.1K 0.07% 184
2023
Q4 		$369K Sell
2,817
-610
-18% -$66K 0.09% 160
2023
Q3 		$354K Sell
3,427
-27
-0.8% -$2.81K 0.1% 158
2023
Q2 		$321K Buy
3,454
+16
+0.5% +$1.38K 0.09% 164
2023
Q1 		$302K Sell
3,438
-25,227
-88% -$2.23M 0.08% 166
2022
Q4 		$2.27M Buy
28,665
+967
+3% +$83.5K 0.66% 49
2022
Q3 		$2.54M Buy
27,698
+473
+2% +$45.8K 0.79% 37
2022
Q2 		$2.65M Buy
27,225
+461
+2% +$49.8K 0.8% 38
2022
Q1 		$3.17M Sell
26,764
-5,846
-18% -$713K 0.7% 44
2021
Q4 		$4.22M Buy
32,610
+11
+0% +$1.47K 0.88% 33
2021
Q3 		$3.76M Buy
32,599
+776
+2% +$90.1K 0.89% 29
2021
Q2 		$3.09M Buy
31,823
+2,295
+8% +$204K 0.77% 39
2021
Q1 		$2.2M Buy
29,528
+2,929
+11% +$202K 0.6% 54
2020
Q4 		$1.68M Sell
26,599
-75
-0.3% -$4.37K 0.49% 70
2020
Q3 		$1.39M Buy
+26,674
New +$1.43M 0.49% 81

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 $3.37T AUM 44.26% 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

Trivium Point Advisory's BX Position: Q2 2026 in Review

Trivium Point Advisory opened a new position in Blackstone (BX) in Q2 2026: 3,680 shares worth $433K. The stake represents 0.04% of the portfolio and ranks #265 among its holdings. This is a return to the name: Trivium Point Advisory previously reported a position in BX as recently as Q4 2025.

Trivium Point Advisory first reported a position in BX in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.22M in Q4 2021. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Trivium Point Advisory held 3,680 shares of Blackstone worth $433K as of Q2 2026.
  • Blackstone was a new Trivium Point Advisory position in Q2 2026.
  • Blackstone made up 0.04% of Trivium Point Advisory's portfolio in Q2 2026, its #265 holding.
  • Trivium Point Advisory first reported a position in Blackstone in Q3 2020 and has held it in 23 quarters since.
  • Trivium Point Advisory's Blackstone position peaked at $4.22M in Q4 2021.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.