Position in BLK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$378,854
+$6,673 QoQ
Shares Held
394
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,625
of 2,272 holders
Holding Since
Dec 2024
7 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, 2026Richard C. Young & CO., LTD. holds $1,080,400 across 3 Asset Management names. BLK ranks #2 (35.1% of the industry book) .
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,854 | 394 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $372,181 | 387 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $412,080 | 385 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $446,528 | 383 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $400,813 | 382 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $359,662 | 380 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $387,491 | 378 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||