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SFG Wealth Management, LLC. → BLK

SFG Wealth Management, LLC. BLK Position History

BlackRock, Inc. • Financial Services

Quarters held
5
Latest value
$2.5M
Q3 2026
Peak value
$2.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.3M
Q4 2025$2.4M
Q1 2026$2.6M
Q2 2026$2.5M
Q3 2026$2.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.5M30.4K——
Q2 2026$2.5M31.0K——
Q1 2026$2.6M30.9K——
Q4 2025$2.4M29.0K——
Q3 2025$2.3M27.9K——

Other funds holding BLK

Other SFG Wealth Management, LLC. positions

SPY

SPDR S&P 500 ETF TR

$63.2M
STT-PG

SPDR SERIES TRUST

$48M
STT-PG

SPDR SERIES TRUST

$46.3M
SPY

SPDR S&P 500 ETF TR

$38.9M
STT-PG

SPDR SERIES TRUST

$36.3M
SPY

STATE STR SPDR S&P 500 ETF T

$30.7M
SPY

STATE STR SPDR S&P 500 ETF T

$29.6M
SPY

STATE STR SPDR S&P 500 ETF T

$29.5M