Position in BLK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,061,562
-$165 QoQ
Shares Held
1,104
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,161
of 2,272 holders
Holding Since
Mar 2025
6 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, 2026Welch Group, LLC holds $14,497,320 across 7 Asset Management names. BLK ranks #3 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
87,644 | $10,313,069 | |
| 2 | STT |
State Street Corp
|
7,635 | $1,294,896 | |
| 3 | BLK |
BlackRock, Inc.
This page
|
1,104 | $1,061,562 | |
| 4 | UTG |
Reaves Utility Income Fund
|
19,729 | $803,364 | |
| 5 | NTRS |
Northern Trust Corp
|
3,153 | $548,117 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
26,159 | $284,348 | |
| 7 | PSLV |
Sprott Physical Silver Trust
|
10,173 | $191,964 |
All Filings in BLK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,061,562 | 1,104 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,061,727 | 1,104 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,219,117 | 1,139 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,250,978 | 1,073 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $797,430 | 760 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $710,806 | 751 | Shares | Sole | 2025-04-08 | |
| No filing history on record for this holder in this stock. | ||||||