Position in BLK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$15,247,456
+$13,970 QoQ
Shares Held
15,857
+0.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
3.80%
of 13F equity value
Holder Rank
#375
of 2,275 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, 2026Edge Wealth Management LLC holds $15,543,206 across 2 Asset Management names. BLK ranks #1 (98.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
15,857 | $15,247,456 | |
| 2 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
13,000 | $295,750 |
All Filings in BLK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,247,456 | 15,857 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $15,233,486 | 15,840 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $17,055,867 | 15,935 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $18,639,929 | 15,988 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $16,738,685 | 15,953 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $14,221,808 | 15,026 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $15,230,059 | 14,857 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||