Northeast Financial Consultants Inc BX — BLACKSTONE GROUP LP COM

Ownership history in Northeast Financial Consultants Inc  ·  46 quarters on record

AI Ownership Summary

Northeast Financial Consultants Inc reported BLACKSTONE GROUP LP COM (BX) in 46 quarterly 13F filings from 2024 Q1 through 2025 Q2. Peak portfolio weight reached 0.48% in 2024 Q4. The latest visible filing shows BX at 0.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Northeast Financial Consultants Inc's position in BLACKSTONE GROUP LP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

BX was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BX stock page Northeast Financial Consultants Inc fund profile Northeast Financial Consultants Inc full holdings
How Northeast Financial Consultants Inc held BX — position size vs. price
% of Fund (quarterly)    BX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED — — — 66,429 +269 +0.4% 0.41% $9.9M 2025-08-14 (Est.) $169.58
2025 Q1 REDUCED — — — 66,160 -157 -0.2% 0.41% $9.2M 2025-05-16 $141.56
2024 Q4 ADDED — — — 66,317 +251 +0.4% 0.48% $11.4M 2025-02-14 $157.95
2024 Q3 ADDED — — — 66,066 +246 +0.4% 0.44% $10.1M 2024-11-15 $172.36
2024 Q2 REDUCED — — — 65,820 -725 -1.1% 0.38% $8.1M 2024-08-15 $128.80
2024 Q1 REDUCED — — — 66,545 -1,700 -2.5% 0.43% $8.7M 2024-05-15 $123.40
40 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BX

As of 2026 Q2 — sorted by position size

WALNUT PRIVATE EQUITY PARTNERS, LLC 3Y 7Y 23.61% SANDERS MORRIS HARRIS LLC 3Y 7Y 8.32% CACTI ASSET MANAGEMENT LLC 3Y 7Y 3.78% ARS Investment Partners, LLC 3Y 7Y 2.24% Werlinich Asset Management, LLC 1.68% Madison Park Capital Advisors, LLC 1.65% Mirador Capital Partners LP 3Y 7Y 1.59% Steadtrust LLC 1.19% Allied Private Wealth LLC 1.15% SWP Investment Management LLC 0.95%

FAQ About Northeast Financial Consultants Inc and BX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Northeast Financial Consultants Inc reported owning BX?

Northeast Financial Consultants Inc reported BX across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q2.

What was the largest reported BX position in Northeast Financial Consultants Inc's portfolio?

The largest reported portfolio weight for BX was 0.48% in 2024 Q4.

What is the latest reported BX position on this page?

The most recent filing on this page is 2025 Q2, when Northeast Financial Consultants Inc reported 66,429 shares, equal to 0.41% of portfolio, with an estimated market value of $9.9M.

What does the chart on this BX ownership page compare?

The chart compares Northeast Financial Consultants Inc's quarterly BX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Northeast Financial Consultants Inc time their BX position?

Based on 13F filing dates vs. subsequent BX price moves, Northeast Financial Consultants Inc correctly timed 19 out of 40 reported position changes (48%). The annualised alpha on BX relative to SPY over the holding period was +41.6%.

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