Position in BLK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,774,100
-$225,473 QoQ
Shares Held
2,885
-7.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#816
of 2,272 holders
Holding Since
Mar 2025
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 Jun 30, 2026OKABENA INVESTMENT SERVICES INC holds $3,015,866 across 2 Asset Management names. BLK ranks #1 (92.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
2,885 | $2,774,100 | |
| 2 | AMP |
Ameriprise Financial Inc
|
527 | $241,766 |
All Filings in BLK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,774,100 | 2,885 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,999,573 | 3,119 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,706,121 | 1,594 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,858,396 | 1,594 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,670,406 | 1,592 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,506,796 | 1,592 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||