Position in BLK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,273,105
-$5,007 QoQ
Shares Held
1,324
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,080
of 2,275 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Lee Financial Co holds $2,703,238 across 3 Asset Management names. BLK ranks #1 (47.1% 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 | $1,273,105 | 1,324 | Shares | Other | 2026-07-22 | |
| 2026-03-31 | $1,278,112 | 1,329 | Shares | Other | 2026-04-13 | |
| 2025-12-31 | $1,429,974 | 1,336 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $1,808,263 | 1,551 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,578,072 | 1,504 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $1,290,998 | 1,364 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,726,284 | 1,684 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||