Number of Shares
89,356
Previous 80,259 11.33%
Holding current value
$2.57 Billion
Previous $2.02 Billion 27.49%
% of portfolio
0.07%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025

BUY
N/A
9,097 Added 11.33%
89,356 $2.57 Billion
Q1 2025

May 01, 2025

BUY
N/A
18,711 Added 30.4%
80,259 $2.02 Billion
Q4 2024

Jan 27, 2025

BUY
N/A
61,548 New
61,548 $1.52 Billion
Track This Portfolio

Track Bleakley Financial Group, LLC Portfolio

Follow Bleakley Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bleakley Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bleakley Financial Group, LLC with notifications on news.