RAFFA WEALTH MANAGEMENT, LLC’s Blackstone BX Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$20.1K	Buy	171 +15	+10%	+$1.8K	﹤0.01%	289
2026 Q1	$17.9K	Buy	156 +1	+0.6%	+$130	﹤0.01%	287
2025 Q4	$23.9K	Buy	155 +21	+16%	+$3.19K	﹤0.01%	242
2025 Q3	$22.9K	Sell	134 -11	-8%	-$1.89K	﹤0.01%	246
2025 Q2	$21.7K	Buy	145 +12	+9%	+$1.65K	﹤0.01%	262
2025 Q1	$18.6K	Hold	133	–	–	﹤0.01%	234
2024 Q4	$22.9K	Buy	133 +14	+12%	+$2.44K	0.01%	216
2024 Q3	$18.2K	Hold	119	–	–	﹤0.01%	235
2024 Q2	$14.7K	Hold	119	–	–	﹤0.01%	385
2024 Q1	$15.6K	Buy	+119	New	+$14.9K	﹤0.01%	356
2023 Q3	$11.7K	Buy	+109	New	+$11.3K	﹤0.01%	256
2022 Q4	$3.41K	Hold	46	–	–	﹤0.01%	460
2022 Q3	$3.85K	Buy	+46	New	+$4.46K	﹤0.01%	443
2021 Q4	$5.95K	Buy	+46	New	+$6.13K	﹤0.01%	394

Other funds holding BX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's BX Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Blackstone (BX) stake by 9.6% in Q2 2026, buying an estimated $1.8K and bringing the position to 171 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in BX in Q4 2021 and has held it in 14 quarters since. The position peaked at $23.9K in Q4 2025. 708 funds tracked by Wall St. Rank hold BX as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 171 shares of Blackstone worth $20.1K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 15 Blackstone shares in Q2 2026, an estimated $1.8K.
Blackstone made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #289 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Blackstone in Q4 2021 and has held it in 14 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Blackstone position peaked at $23.9K in Q4 2025.
708 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.