Position in BLK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$317,314
-$50 QoQ
Shares Held
330
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,716
of 2,275 holders
Holding Since
Dec 2024
7 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, 2026Wharton Business Group, LLC holds $680,546 across 3 Asset Management names. BLK ranks #1 (46.6% 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 | $317,314 | 330 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $317,364 | 330 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $353,212 | 330 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $384,737 | 330 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $632,697 | 603 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $312,338 | 330 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $338,286 | 330 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||