WBH ADVISORY INC

Position in BLK — BlackRock, Inc.

CIK 1259671 BALTIMORE, MD

Position in BLK

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$994,253

-$155 QoQ

Shares Held

1,034

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,190

of 2,272 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 30% Shared 0% None 70%

Financial Services · as of Jun 30, 2026

WBH ADVISORY INC holds $1,924,823 across 4 Asset Management names. BLK ranks #1 (51.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc. This page	1,034	$994,253
2	BX	Blackstone Inc.	3,340	$393,017
3	TROW	Price T Rowe Group Inc	2,751	$312,761
4	AMP	Ameriprise Financial Inc	490	$224,792

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$994,253	1,034	0.0%	Shares	Sole	2026-08-05
2026-03-31	$994,408	1,034	0.0%	Shares	Sole	2026-04-27
2025-12-31	$1,106,731	1,034	0.0%	Shares	Sole	2026-01-26
2025-09-30	$1,205,509	1,034	0.0%	Shares	Sole	2025-10-30
2025-06-30	$1,084,924	1,034	0.0%	Shares	Sole	2025-07-30
2025-03-31	$978,660	1,034	-2.0%	Shares	Sole	2025-05-12
2024-12-31	$1,081,491	1,055	—	Shares	Sole	2025-01-31
No filing history on record for this holder in this stock.