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Wood Tarver Financial Group’s Blackstone BX Stock Holding History

Wood Tarver Financial Group’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
Q3 		– Sell
-271
Closed -$40K – 225
2025
Q2 		$40K Hold
271
– – 0.01% 294
2025
Q1 		$37.9K Hold
271
– – 0.01% 288
2024
Q4 		$46K Buy
+271
New +$47.2K 0.02% 269

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Wood Tarver Financial Group's BX Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Blackstone (BX) in Q3 2025, closing a stake of 271 shares — an estimated $40K sold.

Wood Tarver Financial Group first reported a position in BX in Q4 2024 and held it in 3 quarters. The position peaked at $46K in Q4 2024. 2,218 funds tracked by Wall St. Rank hold BX as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Blackstone position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 271 Blackstone shares in Q3 2025, an estimated $40K.
  • Wood Tarver Financial Group first reported a position in Blackstone in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Blackstone position peaked at $46K in Q4 2024.
  • 2,218 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.