Position in BLK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,327,959
-$393,858 QoQ
Shares Held
3,461
-10.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#746
of 2,275 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 83%
Shared 1%
None 15%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026First Western Trust Bank holds $4,004,137 across 3 Asset Management names. BLK ranks #1 (83.1% 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 | $3,327,959 | 3,461 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,721,817 | 3,870 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,173,255 | 3,899 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,583,034 | 3,931 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,274,644 | 4,074 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,935,463 | 4,158 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,520,735 | 4,410 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||