Position in BX
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$584,609
-$44,898 QoQ
Shares Held
5,084
+24.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026FORBES J M & CO LLP holds $724,022 across 1 Asset Management name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
4,269 | $724,022 |
All Filings in BX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $584,609 | 5,084 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $629,507 | 4,084 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $702,022 | 4,109 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $614,474 | 4,108 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $570,721 | 4,083 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||