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Summit Financial Consulting LLC → BLK

Summit Financial Consulting LLC BLK Position History

BlackRock, Inc. • Financial Services

Quarters held
4
Latest value
$25.1M
Q3 2026
Peak value
$25.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$21.8M
Q1 2026$22.3M
Q2 2026$21.8M
Q3 2026$25.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$25.1M245.6K——
Q2 2026$21.8M199.7K——
Q1 2026$22.3M204.3K——
Q4 2025$21.8M197.6K——

Other funds holding BLK

Other Summit Financial Consulting LLC positions

ETHA

ISHARES TR

$26.4M
ETHA

ISHARES TR

$22.2M
ETHA

ISHARES TR

$21.8M
ETHA

ISHARES TR

$21.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$18.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$14.8M
ETHA

ISHARES TR

$10.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$9.3M