BINGHAM PRIVATE WEALTH, LLC

Position in BLK — BlackRock, Inc.

CIK 2063211 SAN FRANCISCO, CA

Position in BLK

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$373,143

-$508,817 QoQ

Shares Held

388

-52.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BINGHAM PRIVATE WEALTH, LLC holds $3,134,211 across 5 Asset Management names.

#	Ticker	Company	Shares	Value (USD)
1	BN	BROOKFIELD Corp /ON/	42,554	$1,812,374
2	KKR	KKR & Co. Inc.	4,550	$417,599
3	APO	Apollo Global Management, Inc.	2,775	$328,310
4	BX	Blackstone Inc.	2,622	$308,530
5	TROW	Price T Rowe Group Inc	2,352	$267,398

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$373,143	388	-52.9%	Shares	Defined	2026-05-07
2025-12-31	$881,960	824	+4.6%	Shares	Defined	2026-01-23
2025-06-30	$826,809	788	+45.1%	Shares	Sole	2025-07-23
2025-03-31	$513,938	543	-1.3%	Shares	Defined	2025-05-05
2024-12-31	$563,810	550	—	Shares	Defined	2025-05-05
No filing history on record for this holder in this stock.