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Fortem Financial Group’s Blackstone BX Stock Holding History

Fortem Financial Group’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.31M Buy
19,651
+986
+5% +$118K 0.47% 60
2026
Q1 		$2.15M Buy
18,665
+2,337
+14% +$304K 0.54% 55
2025
Q4 		$2.52M Buy
16,328
+1,184
+8% +$180K 0.67% 43
2025
Q3 		$2.59M Buy
15,144
+1,121
+8% +$192K 0.74% 41
2025
Q2 		$2.1M Buy
14,023
+2,175
+18% +$299K 0.68% 41
2025
Q1 		$1.66M Buy
11,848
+799
+7% +$130K 0.64% 42
2024
Q4 		$1.91M Buy
11,049
+264
+2% +$46K 0.74% 33
2024
Q3 		$1.65M Buy
10,785
+281
+3% +$39K 0.67% 39
2024
Q2 		$1.3M Buy
10,504
+402
+4% +$49.5K 0.56% 53
2024
Q1 		$1.33M Buy
10,102
+1,613
+19% +$201K 0.58% 59
2023
Q4 		$1.11M Buy
8,489
+3,065
+57% +$332K 0.55% 59
2023
Q3 		$581K Buy
+5,424
New +$565K 0.34% 95
2021
Q2 		– Sell
-3,400
Closed -$253K – 165
2021
Q1 		$253K Sell
3,400
-500
-13% -$34.5K 0.15% 146
2020
Q4 		$253K Buy
+3,900
New +$227K 0.15% 135
2020
Q3 		– Sell
-3,800
Closed -$215K – 142
2020
Q2 		$215K Buy
+3,800
New +$200K 0.17% 110
2020
Q1 		– Sell
-4,600
Closed -$257K – 132
2019
Q4 		$257K Buy
+4,600
New +$239K 0.19% 97

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fortem Financial Group's BX Position: Q2 2026 in Review

Fortem Financial Group increased its Blackstone (BX) stake by 5.3% in Q2 2026, buying an estimated $118K and bringing the position to 19,651 shares worth $2.31M. The position accounts for 0.47% of the portfolio, ranked #60.

Fortem Financial Group first reported a position in BX in Q4 2019 and has held it in 16 quarters since. The position peaked at $2.59M in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Fortem Financial Group held 19,651 shares of Blackstone worth $2.31M as of Q2 2026.
  • Fortem Financial Group bought 986 Blackstone shares in Q2 2026, an estimated $118K.
  • Blackstone made up 0.47% of Fortem Financial Group's portfolio in Q2 2026, its #60 holding.
  • Fortem Financial Group first reported a position in Blackstone in Q4 2019 and has held it in 16 quarters since.
  • Fortem Financial Group's Blackstone position peaked at $2.59M in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.