Position in BLK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,298,173
+$284,958 QoQ
Shares Held
4,470
+7.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#673
of 2,274 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, 2026Smith Salley Wealth Management holds $40,012,069 across 5 Asset Management names. BLK ranks #3 (10.7% 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 | $4,298,173 | 4,470 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,013,215 | 4,173 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4,048,025 | 3,782 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,307,889 | 3,695 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,201,261 | 3,051 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,740,059 | 2,895 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,671,436 | 2,606 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||