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WEBSTERROGERS FINANCIAL ADVISORS, LLC → BX

WEBSTERROGERS FINANCIAL ADVISORS, LLC BX Position History

Blackstone Inc. • Financial Services

Quarters held
4
Latest value
$17.1M
Q3 2026
Peak value
$17.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$13.1M
Q1 2026$13.7M
Q2 2026$16.6M
Q3 2026$17.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$17.1M73.1K——
Q2 2026$16.6M70.3K——
Q1 2026$13.7M63.9K——
Q4 2025$13.1M59.5K——

Other funds holding BX

Other WEBSTERROGERS FINANCIAL ADVISORS, LLC positions

VGES

VANGUARD INDEX FDS

$38.7M
VGES

VANGUARD INDEX FDS

$35.9M
VGES

VANGUARD INDEX FDS

$30.2M
VGES

VANGUARD INDEX FDS

$28.6M
NEE-PS

DIMENSIONAL ETF TRUST

$20.6M
NEE-PS

DIMENSIONAL ETF TRUST

$20.2M
NEE-PS

DIMENSIONAL ETF TRUST

$18M
NEE-PS

DIMENSIONAL ETF TRUST

$17M