Position in BX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$554,931
-$22,893 QoQ
Shares Held
4,716
-6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,281
of 2,106 holders
Holding Since
Dec 2021
19 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, 2026Forum Financial Management, LP holds $6,004,193 across 11 Asset Management names. BX ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
20,923 | $2,475,400 | |
| 2 | TRIN |
Trinity Capital Inc.
|
40,000 | $715,600 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
15,300 | $615,519 | |
| 4 | BX |
Blackstone Inc.
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|
4,716 | $554,931 | |
| 5 | KKR |
KKR & Co. Inc.
|
5,462 | $501,302 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
15,735 | $373,076 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
8,169 | $246,458 | |
| 8 | BLK |
BlackRock, Inc.
|
216 | $207,696 |
All Filings in BX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $554,931 | 4,716 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $577,824 | 5,025 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,278,745 | 8,296 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,485,369 | 8,694 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,073,236 | 7,175 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $977,621 | 6,994 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,408,154 | 8,167 | Shares | Other | 2025-02-20 | |
| 2024-09-30 | $1,256,125 | 8,203 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,026,302 | 8,290 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,075,000 | 8,183 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,048,669 | 8,010 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $895,904 | 8,362 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $773,603 | 8,321 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $537,668 | 6,121 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $498,482 | 6,719 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $565,895 | 6,761 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $615,984 | 6,752 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $737,267 | 5,808 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $822,920 | 6,360 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||