Position in BLK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$41,657,663
+$4,215,408 QoQ
Shares Held
43,323
+11.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#211
of 2,275 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MONTRUSCO BOLTON INVESTMENTS INC. holds $63,116,120 across 3 Asset Management names. BLK ranks #1 (66.0% 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 | $41,657,663 | 43,323 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $37,442,255 | 38,933 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $265,406,858 | 247,965 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $388,691,731 | 333,392 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $371,001,159 | 353,587 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $378,304,270 | 399,696 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $352,370,286 | 343,739 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||