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Beacon Financial Advisory LLC → BX
Beacon Financial Advisory LLC BX Position History
Blackstone Inc. • Financial Services
Quarters held
5
Latest value
$5.8M
Q3 2026
Peak value
$5.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.8M |
| Q4 2025 | $5.5M |
| Q1 2026 | $5.3M |
| Q2 2026 | $5.8M |
| Q3 2026 | $5.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.8M | 24.7K | — | — |
| Q2 2026 | $5.8M | 24.4K | — | — |
| Q1 2026 | $5.3M | 24.8K | — | — |
| Q4 2025 | $5.5M | 25.0K | — | — |
| Q3 2025 | $5.8M | 26.9K | — | — |
Other funds holding BX
$10.9B
$9.9B
$9.8B
$5.4B
$5.3B
$4.9B
$4.6B
Other Beacon Financial Advisory LLC positions
COF-PN
$22.1MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$22MCAPITAL GROUP DIVIDEND VALUE
JPM-PM
$20.5MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20.3MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20.3MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20MJ P MORGAN EXCHANGE TRADED F
COF-PN
$18.2MCAPITAL GROUP DIVIDEND VALUE