Congress Holdings

Most held

MAEGX

BlackRock Unconstrained Equity Fund - Institutional Shares

Listed by 1 member on their latest annual reports (2 rows: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Dale W. Strong AL-5 Member LPL - TOD INV ⇒ BlackRock Unconstrained Equity Fund - Institutional Shares (MAEGX) MF $100,001 - $250,000 August 11, 2026
filing 10074989, p. 2
Dale W. Strong AL-5 Spouse LPL - ROLL IRA ⇒ BlackRock Unconstrained Equity Fund - Institutional Shares (MAEGX) MF $1,001 - $15,000 August 11, 2026
filing 10074989, p. 2

How the count is made: see Most held.