VERPA
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Virginia Estate & Retirement Planning Advisors’s Blackstone BX Stock Holding History

Virginia Estate & Retirement Planning 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 		$6.35K Hold
54
– – 0.01% 141
2026
Q1 		$6.21K Buy
+54
New +$7.03K 0.01% 118

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

Virginia Estate & Retirement Planning Advisors's BX Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its Blackstone (BX) position steady in Q2 2026 at 54 shares worth $6.35K. The position accounts for 0.01% of the portfolio, ranked #141.

Virginia Estate & Retirement Planning Advisors first reported a position in BX in Q1 2026 and has held it in 2 quarters since. 2,129 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 54 shares of Blackstone worth $6.35K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its Blackstone share count unchanged in Q2 2026.
  • Blackstone made up 0.01% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #141 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Blackstone in Q1 2026 and has held it in 2 quarters since.
  • 2,129 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.