Position in BLK
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$616,359
+$1,827 QoQ
Shares Held
641
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,393
of 2,275 holders
Holding Since
Mar 2025
6 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, 2026Boltwood Capital Management holds $1,993,302 across 3 Asset Management names. BLK ranks #2 (30.9% of the industry book) .
All Filings in BLK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $616,359 | 641 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $614,532 | 639 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $676,454 | 632 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $774,137 | 664 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $708,243 | 675 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $799,775 | 845 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||