Position in BX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$380,544
+$275,136 QoQ
Shares Held
3,234
+169.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,457
of 2,112 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Fortis Advisors, LLC holds $1,142,348 across 3 Asset Management names. BX ranks #2 (33.3% of the industry book) .
All Filings in BX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,544 | 3,234 | Shares | Sole | 2026-08-13 | |
| 2023-03-31 | $105,408 | 1,200 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $89,028 | 1,200 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $100,440 | 1,200 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $109,476 | 1,200 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $152,328 | 1,200 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $155,268 | 1,200 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $139,608 | 1,200 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $116,568 | 1,200 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $67,077 | 900 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $58,329 | 900 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $46,980 | 900 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $50,994 | 900 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $41,013 | 900 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||