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Bleakley Financial Group’s Nasdaq NDAQ Stock Holding History

Bleakley Financial Group’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$790K Buy
+10,028
New +$880K 0.01% 710
2025
Q1 		– Sell
-4,622
Closed -$357K – 817
2024
Q4 		$357K Buy
4,622
+61
+1% +$4.72K 0.01% 727
2024
Q3 		$333K Buy
4,561
+58
+1% +$3.96K 0.01% 731
2024
Q2 		$271K Sell
4,503
-30
-0.7% -$1.82K 0.01% 783
2024
Q1 		$286K Sell
4,533
-87
-2% -$5.03K 0.01% 774
2023
Q4 		$269K Buy
4,620
+429
+10% +$22.6K 0.01% 767
2023
Q3 		$204K Sell
4,191
-684
-14% -$34.7K 0.01% 799
2023
Q2 		$243K Sell
4,875
-1,419
-23% -$76.9K 0.01% 785
2023
Q1 		$344K Sell
6,294
-881
-12% -$50.9K 0.01% 668
2022
Q4 		$440K Buy
+7,175
New +$447K 0.02% 586

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bleakley Financial Group's NDAQ Position: Q2 2026 in Review

Bleakley Financial Group opened a new position in Nasdaq (NDAQ) in Q2 2026: 10,028 shares worth $790K. The stake represents 0.01% of the portfolio and ranks #710 among its holdings. This is a return to the name: Bleakley Financial Group previously reported a position in NDAQ as recently as Q4 2024.

Bleakley Financial Group first reported a position in NDAQ in Q4 2022 and has held it in 10 quarters since. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Bleakley Financial Group held 10,028 shares of Nasdaq worth $790K as of Q2 2026.
  • Nasdaq was a new Bleakley Financial Group position in Q2 2026.
  • Nasdaq made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #710 holding.
  • Bleakley Financial Group first reported a position in Nasdaq in Q4 2022 and has held it in 10 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.