Ascent Wealth Partners, LLC

Position in BLK — BlackRock, Inc.

CIK 1546865 NEW HARTFORD, NY

Position in BLK

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$1,682,992

-$171,907 QoQ

Shares Held

1,750

+1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Ascent Wealth Partners, LLC holds $12,781,036 across 4 Asset Management names. BLK ranks #2 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc	23,224	$10,320,745
2	BLK	BlackRock, Inc. This page	1,750	$1,682,992
3	STT	State Street Corp	4,105	$519,528
4	NRK	Nuveen New York Amt-Free Quality Municipal Income Fund	25,247	$257,771

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,682,992	1,750	+1.0%	Shares	Sole	2026-05-06
2025-12-31	$1,854,899	1,733	-0.5%	Shares	Sole	2026-02-02
2025-09-30	$2,030,945	1,742	+3.4%	Shares	Sole	2025-10-21
2025-06-30	$1,767,986	1,685	—	Shares	Sole	2025-08-12
No filing history on record for this holder in this stock.