Position in BLK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$433,663
+$894 QoQ
Shares Held
451
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,556
of 2,275 holders
Holding Since
Dec 2024
7 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, 2026EXCALIBUR MANAGEMENT CORP holds $1,472,655 across 4 Asset Management names. BLK ranks #2 (29.4% of the industry book) .
All Filings in BLK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,663 | 451 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $432,769 | 450 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $479,512 | 448 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $538,631 | 462 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $470,064 | 448 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $423,076 | 447 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $457,199 | 446 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||