Position in BLK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$546,166
-$85 QoQ
Shares Held
568
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,447
of 2,272 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LMCG INVESTMENTS, LLC holds $945,287 across 2 Asset Management names. BLK ranks #1 (57.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
568 | $546,166 | |
| 2 | AMP |
Ameriprise Financial Inc
|
870 | $399,121 |
All Filings in BLK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $546,166 | 568 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $546,251 | 568 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $710,705 | 664 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $774,137 | 664 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $696,702 | 664 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $632,248 | 668 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $691,949 | 675 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||