FORTEM FINANCIAL GROUP, LLC

Position in BX — Blackstone Inc.

CIK 1766509 PALM DESERT, CA

Position in BX

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,312,333

+$166,045 QoQ

Shares Held

19,651

+5.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#738

of 2,112 holders

Holding Since

Jun 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FORTEM FINANCIAL GROUP, LLC holds $6,490,790 across 6 Asset Management names. BX ranks #2 (35.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	125,998	$2,348,602
2	BX	Blackstone Inc. This page	19,651	$2,312,333
3	BLK	BlackRock, Inc.	739	$710,592
4	BST	BlackRock Science & Technology Trust	13,791	$699,341
5	RVT	Royce Small-Cap Trust, Inc.	16,450	$303,831
6	OBDC	Blue Owl Capital Corp	10,680	$116,091

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,312,333	19,651	+5.3%	Shares	Sole	2026-07-20
2026-03-31	$2,146,288	18,665	+14.3%	Shares	Sole	2026-04-16
2025-12-31	$2,516,797	16,328	+7.8%	Shares	Sole	2026-02-04
2025-09-30	$2,587,352	15,144	+8.0%	Shares	Sole	2025-11-04
2025-06-30	$2,097,560	14,023	+18.4%	Shares	Sole	2025-08-12
2025-03-31	$1,656,113	11,848	+7.2%	Shares	Sole	2025-05-01
2024-12-31	$1,905,068	11,049	+2.4%	Shares	Sole	2025-01-06
2024-09-30	$1,651,507	10,785	+2.7%	Shares	Sole	2024-11-18
2024-06-30	$1,300,395	10,504	+4.0%	Shares	Sole	2024-08-02
2024-03-31	$1,327,099	10,102	+19.0%	Shares	Sole	2024-05-01
2023-12-31	$1,111,379	8,489	+56.5%	Shares	Sole	2024-02-13
2023-09-30	$581,127	5,424	+59.5%	Shares	Sole	2023-10-10
2021-03-31	$253,402	3,400	-12.8%	Shares	Sole	2021-04-20
2020-12-31	$252,759	3,900	+2.6%	Shares	Sole	2021-01-29
2020-06-30	$215,308	3,800	—	Shares	Sole	2020-07-14
No filing history on record for this holder in this stock.