Position in BLK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,668,306
+$39,170 QoQ
Shares Held
1,735
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#973
of 2,272 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Montecito Bank & Trust holds $3,940,679 across 3 Asset Management names. BLK ranks #1 (42.3% 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 | $1,668,306 | 1,735 | Shares | Defined | 2026-07-16 | |
| 2026-03-31 | $1,629,136 | 1,694 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $1,807,804 | 1,689 | Shares | Defined | 2026-01-09 | |
| 2025-09-30 | $1,901,533 | 1,631 | Shares | Defined | 2025-10-07 | |
| 2025-03-31 | $1,534,243 | 1,621 | Shares | Defined | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||