Wellspring Financial Advisors’s Blackstone BX Stock Holding History

Wellspring 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
2026 Q2	$603K	Sell	5,125 -68	-1%	-$8.17K	0.04%	151
2026 Q1	$597K	Buy	5,193 +2,535	+95%	+$330K	0.04%	143
2025 Q4	$410K	Buy	2,658 +97	+4%	+$14.7K	0.03%	161
2025 Q3	$438K	Buy	+2,561	New	+$439K	0.04%	96

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

Wellspring Financial Advisors's BX Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Blackstone (BX) stake by 1.3% in Q2 2026, selling an estimated $8.17K and leaving 5,125 shares worth $603K. The position accounts for 0.04% of the portfolio, ranked #151.

Wellspring Financial Advisors first reported a position in BX in Q3 2025 and has held it in 4 quarters since. 647 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Wellspring Financial Advisors held 5,125 shares of Blackstone worth $603K as of Q2 2026.
Wellspring Financial Advisors sold 68 Blackstone shares in Q2 2026, an estimated $8.17K.
Blackstone made up 0.04% of Wellspring Financial Advisors's portfolio in Q2 2026, its #151 holding.
Wellspring Financial Advisors first reported a position in Blackstone in Q3 2025 and has held it in 4 quarters since.
647 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.