SEC 13F Intelligence

Kaizen Financial Strategies / BX

Kaizen Financial Strategies’s Blackstone Inc Position

Does Kaizen Financial Strategies own Blackstone Inc (BX)? Yes24.7K shares worth $3M (+1.34% of its 13F portfolio) as of Q1 2026, down from 27.1K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
24.7K
% of Portfolio
+1.34%
Quarters Held
21
currently held

Position History BX

Reported value by quarter
Q4 ’20: $1MQ4 ’20Q1 ’21: $853,000Q3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $3MQ2 ’22: $2MQ3 ’22: $2MQ3 ’22Q4 ’22: $2MQ1 ’23: $3MQ2 ’23: $3MQ2 ’23Q3 ’23: $3MQ4 ’23: $4MQ1 ’24: $4MQ1 ’24Q2 ’24: $5MQ3 ’24: $5MQ4 ’24: $5MQ4 ’24Q1 ’25: $4MQ2 ’25: $4MQ3 ’25: $4MQ3 ’25Q4 ’25: $4MQ1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202624.7K$3M+1.34%
Q4 202527.1K$4M+1.84%
Q3 202526.9K$4M+1.74%
Q2 202529.9K$4M+2.28%
Q1 202529.1K$4M+2.34%
Q4 202428.8K$5M+2.81%
Q3 202431.2K$5M+2.77%
Q2 202432.2K$5M+2.84%
Q1 202431.6K$4M+2.82%
Q4 202329.7K$4M+2.95%
Q3 202330.5K$3M+2.76%
Q2 202330.2K$3M+2.54%
Q1 202328.7K$3M+2.48%
Q4 202228.4K$2M+2.39%
Q3 202227.5K$2M+2.34%
Q2 202224.8K$2M+2.23%
Q1 202224.1K$3M+2.40%
Q4 202117.5K$2M+1.69%
Q3 202116.0K$2M+1.50%
Q1 202111.4K$853,000+0.81%
Q4 202020.0K$1M+1.44%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kaizen Financial Strategies’s full portfolio or all institutional holders of BX.