Position in BLK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$59,616
-$10 QoQ
Shares Held
62
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,081
of 2,275 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $269,925 across 5 Asset Management names. BLK ranks #3 (22.1% of the industry book) .
All Filings in BLK
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,616 | 62 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $59,626 | 62 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $78,134 | 73 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $108,425 | 93 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $97,580 | 93 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||