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Valeo Financial Advisors’s Blackstone BX Stock Holding History

Valeo Financial 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
Q1 		– Sell
-700
Closed -$121K – 705
2024
Q4 		$121K Buy
+700
New +$122K ﹤0.01% 691

Other funds holding BX

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return

Valeo Financial Advisors's BX Position: Q3 2026 in Review

Valeo Financial Advisors increased its Blackstone (BX) stake by 12% in Q3 2026, buying an estimated $247K and bringing the position to 17,306 shares worth $1.94M. The position accounts for 0.04% of the portfolio, ranked #190.

Valeo Financial Advisors first reported a position in BX in Q3 2017 and has held it in 37 quarters since. The position peaked at $2.37M in Q3 2025. 98 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Valeo Financial Advisors held 17,306 shares of Blackstone worth $1.94M as of Q3 2026.
  • Valeo Financial Advisors bought 1,886 Blackstone shares in Q3 2026, an estimated $247K.
  • Blackstone made up 0.04% of Valeo Financial Advisors's portfolio in Q3 2026, its #190 holding.
  • Valeo Financial Advisors first reported a position in Blackstone in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's Blackstone position peaked at $2.37M in Q3 2025.
  • 98 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.