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West Financial Advisors’s Blackstone BX Stock Holding History

West 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 		$20.7K Hold
176
– – ﹤0.01% 128
2026
Q1 		$20.2K Hold
176
– – ﹤0.01% 126
2025
Q4 		$27.1K Hold
176
– – ﹤0.01% 119
2025
Q3 		$30.1K Hold
176
– – 0.01% 122
2025
Q2 		$26.3K Sell
176
-508
-74% -$69.8K ﹤0.01% 128
2025
Q1 		$95.6K Sell
684
-82
-11% -$13.3K 0.02% 78
2024
Q4 		$132K Buy
766
+590
+335% +$103K 0.03% 70
2024
Q3 		$27K Buy
+176
New +$24.4K 0.01% 115

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

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

West Financial Advisors held its Blackstone (BX) position steady in Q2 2026 at 176 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #128.

West Financial Advisors first reported a position in BX in Q3 2024 and has held it in 8 quarters since. The position peaked at $132K in Q4 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • West Financial Advisors held 176 shares of Blackstone worth $20.7K as of Q2 2026.
  • West Financial Advisors left its Blackstone share count unchanged in Q2 2026.
  • Blackstone made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #128 holding.
  • West Financial Advisors first reported a position in Blackstone in Q3 2024 and has held it in 8 quarters since.
  • West Financial Advisors's Blackstone position peaked at $132K in Q4 2024.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.