Position in BX
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$553,676
+$293,642 QoQ
Shares Held
4,815
+185.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
11 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 Mar 31, 2026Fortis Capital Advisors, LLC holds $6,046,207 across 11 Asset Management names. BX ranks #6 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,050 | $1,009,795 | |
| 2 | BXSL |
Blackstone Secured Lending Fund
|
40,770 | $965,841 | |
| 3 | MAIN |
Main Street Capital CORP
|
15,095 | $799,431 | |
| 4 | RVT |
Royce Small-Cap Trust, Inc.
|
47,796 | $793,413 | |
| 5 | CPZ |
Calamos Long/Short Equity & Dynamic Income Trust
|
41,873 | $568,216 | |
| 6 | BX |
Blackstone Inc.
This page
|
4,815 | $553,676 | |
| 7 | AMP |
Ameriprise Financial Inc
|
1,090 | $484,396 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
22,414 | $306,399 |
All Filings in BX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $553,676 | 4,815 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $260,034 | 1,687 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $278,314 | 1,629 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $247,554 | 1,655 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $225,744 | 1,615 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $2,288,875 | 13,275 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,540,640 | 10,061 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,511,845 | 12,212 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $486,725 | 3,705 | Shares | Sole | 2024-05-08 | |
| 2023-03-31 | $14,054 | 160 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $236,369 | 3,186 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||