Position in BX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,026,469
+$1,083,164 QoQ
Shares Held
51,215
+19.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#472
of 2,106 holders
Holding Since
Sep 2020
4 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, 2026Fortis Capital Management LLC holds $13,642,404 across 5 Asset Management names. BX ranks #2 (44.2% of the industry book) .
All Filings in BX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,026,469 | 51,215 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,943,305 | 42,989 | Shares | Sole | 2026-05-12 | |
| 2023-12-31 | $1,963,800 | 15,000 | Shares | Sole | 2024-02-12 | |
| 2020-09-30 | $1,827,000 | 35,000 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||