Position in BLK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,574,095
+$146,739 QoQ
Shares Held
2,677
+6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#839
of 2,274 holders
Holding Since
Dec 2024
7 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, 2026Legacy Private Trust Co. holds $7,286,753 across 4 Asset Management names. BLK ranks #2 (35.3% of the industry book) .
All Filings in BLK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,574,095 | 2,677 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,427,356 | 2,524 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,388,998 | 2,232 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,455,322 | 2,106 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,115,288 | 2,016 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,912,836 | 2,021 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $1,969,236 | 1,921 | Shares | Sole | 2025-01-08 | |
| No filing history on record for this holder in this stock. | ||||||