NEVILLE RODIE & SHAW INC BIMBX BLACKROCK SYSTEMATIC MULTI STR

Ownership history in NEVILLE RODIE & SHAW INC  ·  25 quarters on record

AI Ownership Summary

NEVILLE RODIE & SHAW INC reported BLACKROCK SYSTEMATIC MULTI STR (BIMBX) in 25 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.02% in 2025 Q1. The latest visible filing shows BIMBX at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BIMBX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NEVILLE RODIE & SHAW INC's position in BLACKROCK SYSTEMATIC MULTI STR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BIMBX was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How NEVILLE RODIE & SHAW INC held BIMBX — position size vs. price
% of Fund (quarterly)    BIMBX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 19,488 0% 0.01% $203 2026-07-06 $10.49
2026 Q1 UNCHANGED 19,488 0% 0.01% $204 2026-04-01 $10.50
2025 Q4 UNCHANGED 19,488 0% 0.01% $202K 2026-01-06 $10.39
2025 Q3 UNCHANGED 19,488 0% 0.01% $203K 2025-10-01 $10.16
2025 Q2 UNCHANGED 19,488 0% 0.02% $204K 2025-07-02 $10.21
2025 Q1 UNCHANGED 19,488 0% 0.02% $202K 2025-04-01 $10.17
2024 Q4 UNCHANGED 19,488 0% 0.01% $197K 2025-01-06 $9.88
2024 Q3 UNCHANGED 19,488 0% 0.02% $210K 2024-10-01 $10.12
2024 Q2 UNCHANGED 19,488 0% 0.02% $199K 2024-07-01 $9.55
2024 Q1 UNCHANGED 19,488 0% 0.02% $199K 2024-04-09 $9.57
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About NEVILLE RODIE & SHAW INC and BIMBX

These are the practical questions this page is built to answer before you even open the full history table.

How long has NEVILLE RODIE & SHAW INC reported owning BIMBX?

NEVILLE RODIE & SHAW INC reported BIMBX across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BIMBX position in NEVILLE RODIE & SHAW INC's portfolio?

The largest reported portfolio weight for BIMBX was 0.02% in 2025 Q1.

What is the latest reported BIMBX position on this page?

The most recent filing on this page is 2026 Q2, when NEVILLE RODIE & SHAW INC reported 19,488 shares, equal to 0.01% of portfolio, with an estimated market value of $203.

What does the chart on this BIMBX ownership page compare?

The chart compares NEVILLE RODIE & SHAW INC's quarterly BIMBX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NEVILLE RODIE & SHAW INC time their BIMBX position?

Based on 13F filing dates vs. subsequent BIMBX price moves, NEVILLE RODIE & SHAW INC correctly timed 1 out of 9 reported position changes (11%). The annualised alpha on BIMBX relative to SPY over the holding period was -11.4%.

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