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BankPlus Wealth Management LLC → BLK
BankPlus Wealth Management LLC BLK Position History
BlackRock, Inc. • Financial Services
Quarters held
5
Latest value
$4M
Q3 2026
Peak value
$4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.5M |
| Q4 2025 | $2.8M |
| Q1 2026 | $3.5M |
| Q2 2026 | $3.9M |
| Q3 2026 | $4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4M | 39.2K | — | — |
| Q2 2026 | $3.9M | 36.2K | — | — |
| Q1 2026 | $3.5M | 32.5K | — | — |
| Q4 2025 | $2.8M | 25.1K | — | — |
| Q3 2025 | $2.5M | 22.7K | — | — |