Ranch Capital Advisors Inc. BX BLACKSTONE GROUP INC COM CL A

Ownership history in Ranch Capital Advisors Inc.  ·  26 quarters on record

AI Ownership Summary

Ranch Capital Advisors Inc. reported BLACKSTONE GROUP INC COM CL A (BX) in 26 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.7% in 2023 Q4. The latest visible filing shows BX at 1.38% 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 Ranch Capital Advisors Inc.'s position in BLACKSTONE GROUP INC COM CL A, 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 Q4

BX was reported at 1.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.7% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

How Ranch Capital Advisors 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 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 15.7% -24.5% 24,270 -4,506 -15.7% 1.38% $3.7M 2026-02-14 (Est.) $129.86
2025 Q3 ADDED 28,776 +850 +3.0% 1.90% $4.9M 2025-11-14 $139.82
2025 Q2 ADDED 27,926 +503 +1.8% 1.81% $4.2M 2025-07-31 $168.44
2025 Q1 REDUCED 17.1% +7.8% 27,423 -5,651 -17.1% 1.82% $3.8M 2025-05-09 $135.75
2024 Q4 REDUCED 33,074 -605 -1.8% 2.69% $5.7M 2025-02-07 $163.27
2024 Q3 ADDED 33,679 +1,064 +3.3% 2.43% $5.2M 2024-11-12 $173.23
2024 Q2 REDUCED 32,615 -22 -0.1% 2.11% $4.0M 2024-08-13 $127.21
2024 Q1 REDUCED 32,637 -463 -1.4% 2.32% $4.3M 2024-05-13 $115.84
2023 Q4 ADDED 33,100 +491 +1.5% 2.70% $4.3M 2024-02-14 $120.54
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Ranch Capital Advisors 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 Ranch Capital Advisors Inc. reported owning BX?

Ranch Capital Advisors Inc. reported BX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BX position in Ranch Capital Advisors Inc.'s portfolio?

The largest reported portfolio weight for BX was 2.70% in 2023 Q4.

What is the latest reported BX position on this page?

The most recent filing on this page is 2025 Q4, when Ranch Capital Advisors Inc. reported 24,270 shares, equal to 1.38% of portfolio, with an estimated market value of $3.7M.

What does the chart on this BX ownership page compare?

The chart compares Ranch Capital Advisors 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 Ranch Capital Advisors Inc. time their BX position?

Based on 13F filing dates vs. subsequent BX price moves, Ranch Capital Advisors Inc. correctly timed 11 out of 25 reported position changes (44%). The annualised alpha on BX relative to SPY over the holding period was +4.1%.

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