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BIRCH FINANCIAL GROUP, LLC → BLK

BIRCH FINANCIAL GROUP, LLC BLK Position History

BlackRock, Inc. • Financial Services

Quarters held
18
Latest value
$2.9M
Q3 2026
Peak value
$2.9M
First seen
Q4 2024

Dollar value over time

Show data table
PeriodPosition value
Q4 2024$319K
Q4 2024$496K
Q1 2025$784K
Q1 2025$1.6M
Q2 2025$1.1M
Q2 2025$2.2M
Q3 2025$1.3M
Q3 2025$2.6M
Q4 2025$1.3M
Q4 2025$2.7M
Q1 2026$1.3M
Q1 2026$2.7M
Q2 2026$1.4M
Q2 2026$2.9M
Q3 2026$3K
Q3 2026$1.4M
Q3 2026$36K
Q3 2026$2.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.9M36.1K——
Q3 2026$36K442——
Q3 2026$1.4M13.7K——
Q3 2026$3K26——
Q2 2026$2.9M35.5K——
Q2 2026$1.4M13.2K——
Q1 2026$2.7M32.6K——
Q1 2026$1.3M12.1K——
Q4 2025$2.7M32.2K——
Q4 2025$1.3M12.0K——
Q3 2025$2.6M30.9K——
Q3 2025$1.3M11.5K——
Q2 2025$2.2M26.9K——
Q2 2025$1.1M10.1K——
Q1 2025$1.6M19.0K——
Q1 2025$784K7.2K——
Q4 2024$496K6.1K——
Q4 2024$319K3.0K——

Other funds holding BLK

Other BIRCH FINANCIAL GROUP, LLC positions

AXP

AMERICAN EXPRESS CO

$22.9M
AXP

AMERICAN EXPRESS CO

$21M
AXP

AMERICAN EXPRESS CO

$20.6M
AXP

AMERICAN EXPRESS CO

$19M
AXP

American Express Company Common Stock

$18.9M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$16M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$15.1M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$15.1M