Bleakley Financial Group, LLC
Bleakley Financial Group, LLC reported 944 positions worth $7.85B as of June 30, 2026 (13F filed August 5, 2026). Largest holding: IVV (5.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $422.3M | 5.38% | 563,885 | — | — | |
| ▸ 2 | AAPL | SH | $227.8M | 2.90% | 787,405 | — | — | |
| ▸ 3 | IJH | SH | $213.0M | 2.71% | 2,762,927 | — | — | |
| ▸ 4 | IJR | SH | $196.3M | 2.50% | 1,323,251 | — | — | |
| ▸ 5 | VV | SH | $180.5M | 2.30% | 524,913 | — | — | |
| ▸ 6 | NVDA | SH | $178.3M | 2.27% | 891,231 | — | — | |
| ▸ 7 | CEF | SH | $169.3M | 2.16% | 4,208,130 | — | — | |
| ▸ 8 | VO | SH | $155.3M | 1.98% | 1,927,108 | — | — | |
| ▸ 9 | SPY | SH | $154.1M | 1.96% | 206,307 | — | — | |
| ▸ 10 | VTV | SH | $126.4M | 1.61% | 580,029 | — | — |
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Frequently Asked Questions
What stocks does Bleakley Financial Group, LLC hold as of Q2 2026?
Bleakley Financial Group, LLC reported 944 positions worth $7.85B in its Q2 2026 13F filing. Largest positions: IVV (5.4%), AAPL (2.9%), IJH (2.7%), IJR (2.5%) and VV (2.3%).
What did Bleakley Financial Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Bleakley Financial Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.