Position in BLK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$243,274
-$432,808 QoQ
Shares Held
253
-64.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,874
of 2,272 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026OXFORD FINANCIAL GROUP, LTD. LLC holds $1,862,282 across 4 Asset Management names. BLK ranks #3 (13.1% 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 | $243,274 | 253 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $676,082 | 703 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $416,362 | 389 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $469,845 | 403 | Shares | Sole | 2025-11-13 | |
| 2024-12-31 | $234,750 | 229 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||