Position in BLK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,891,388
+$236,286 QoQ
Shares Held
1,967
+14.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#936
of 2,281 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Welch & Forbes LLC holds $96,702,495 across 12 Asset Management names. BLK ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
171,132 | $78,508,516 | |
| 2 | STT |
State Street Corp
|
38,182 | $6,475,667 | |
| 3 | EVN |
Eaton Vance Municipal Income Trust
|
205,784 | $2,317,127 | |
| 4 | BX |
Blackstone Inc.
|
19,602 | $2,306,567 | |
| 5 | BLK |
BlackRock, Inc.
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|
1,967 | $1,891,388 | |
| 6 | AMG |
Affiliated Managers Group, Inc.
|
4,072 | $1,377,964 | |
| 7 | HTD |
John Hancock Tax-Advantaged Dividend Income Fund
|
50,000 | $1,274,500 | |
| 8 | CEF |
Sprott Physical Gold & Silver Trust
|
25,100 | $1,009,773 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,891,388 | 1,967 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,655,102 | 1,721 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,862,391 | 1,740 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,053,097 | 1,761 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,847,729 | 1,761 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,797,365 | 1,899 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,881,076 | 1,835 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||