Position in BLK
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$698,200
-$130,242 QoQ
Shares Held
726
-6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026BURKE & HERBERT BANK & TRUST CO holds $1,544,112 across 5 Asset Management names. BLK ranks #1 (45.2% of the industry book) .
All Filings in BLK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $698,200 | 726 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $828,442 | 774 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $884,895 | 759 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $796,380 | 759 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $658,749 | 696 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $713,475 | 696 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||