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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return