Number of Shares
37,748
Previous 30,480 23.85%
Holding current value
$1.24 Billion
Previous $635 Million 94.93%
% of portfolio
0.03%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

BUY
N/A
7,268 Added 23.85%
37,748 $1.24 Billion
Q2 2025

Jul 30, 2025

BUY
N/A
30,480 New
30,480 $635 Million
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.