James T. Borello RIA
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James T. Borello RIA’s Blackstone BX Stock Holding History

James T. Borello RIA’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
Q3 		$39.8K Sell
355
-2
-0.6% -$262 0.01% 278
2026
Q2 		$42K Sell
357
-12
-3% -$1.44K 0.01% 263
2026
Q1 		$42.4K Buy
369
+288
+356% +$37.5K 0.01% 240
2025
Q4 		$12.5K Sell
81
-11
-12% -$1.67K ﹤0.01% 355
2025
Q3 		$15.7K Buy
+92
New +$15.8K ﹤0.01% 256

Other funds holding BX

Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
J.L. Bainbridge & Co
J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

James T. Borello RIA's BX Position: Q3 2026 in Review

James T. Borello RIA reduced its Blackstone (BX) stake by 0.56% in Q3 2026, selling an estimated $262 and leaving 355 shares worth $39.8K. The position accounts for 0.01% of the portfolio, ranked #278.

James T. Borello RIA first reported a position in BX in Q3 2025 and has held it in 5 quarters since. The position peaked at $42.4K in Q1 2026. 579 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • James T. Borello RIA held 355 shares of Blackstone worth $39.8K as of Q3 2026.
  • James T. Borello RIA sold 2 Blackstone shares in Q3 2026, an estimated $262.
  • Blackstone made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #278 holding.
  • James T. Borello RIA first reported a position in Blackstone in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Blackstone position peaked at $42.4K in Q1 2026.
  • 579 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.