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Plan Group Financial, LLC → BLK
Plan Group Financial, LLC BLK Position History
BlackRock, Inc. • Financial Services
Quarters held
25
Latest value
$227K
Q3 2026
Peak value
$16.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $233K |
| Q3 2025 | $2.8M |
| Q3 2025 | $2.1M |
| Q3 2025 | $13.9M |
| Q3 2025 | $577K |
| Q4 2025 | $230K |
| Q4 2025 | $1.7M |
| Q4 2025 | $2.2M |
| Q4 2025 | $13.7M |
| Q4 2025 | $458K |
| Q1 2026 | $1M |
| Q1 2026 | $1.1M |
| Q1 2026 | $3.1M |
| Q1 2026 | $13.5M |
| Q1 2026 | $397K |
| Q2 2026 | $1M |
| Q2 2026 | $877K |
| Q2 2026 | $3.2M |
| Q2 2026 | $16.1M |
| Q2 2026 | $225K |
| Q3 2026 | $911K |
| Q3 2026 | $514K |
| Q3 2026 | $3.1M |
| Q3 2026 | $16.3M |
| Q3 2026 | $227K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $227K | 4.7K | — | — |
| Q3 2026 | $16.3M | 102.4K | — | — |
| Q3 2026 | $3.1M | 37.5K | — | — |
| Q3 2026 | $514K | 5.0K | — | — |
| Q3 2026 | $911K | 8.6K | — | — |
| Q2 2026 | $225K | 4.5K | — | — |
| Q2 2026 | $16.1M | 102.3K | — | — |
| Q2 2026 | $3.2M | 39.4K | — | — |
| Q2 2026 | $877K | 8.0K | — | — |
| Q2 2026 | $1M | 9.5K | — | — |
| Q1 2026 | $397K | 8.4K | — | — |
| Q1 2026 | $13.5M | 97.4K | — | — |
| Q1 2026 | $3.1M | 37.3K | — | — |
| Q1 2026 | $1.1M | 10.0K | — | — |
| Q1 2026 | $1M | 9.1K | — | — |
| Q4 2025 | $458K | 9.6K | — | — |
| Q4 2025 | $13.7M | 97.0K | — | — |
| Q4 2025 | $2.2M | 27.1K | — | — |
| Q4 2025 | $1.7M | 15.7K | — | — |
| Q4 2025 | $230K | 2.1K | — | — |
| Q3 2025 | $577K | 12.1K | — | — |
| Q3 2025 | $13.9M | 100.4K | — | — |
| Q3 2025 | $2.1M | 25.0K | — | — |
| Q3 2025 | $2.8M | 24.9K | — | — |
| Q3 2025 | $233K | 2.1K | — | — |