RKL Wealth Management LLC

Position in BLK — BlackRock, Inc.

CIK 1604723 LANCASTER, PA

Position in BLK

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$584,628

-$76,066 QoQ

Shares Held

608

-11.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,390

of 2,245 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

RKL Wealth Management LLC holds $3,723,134 across 3 Asset Management names. BLK ranks #2 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	25,272	$2,973,756
2	BLK	BlackRock, Inc. This page	608	$584,628
3	GUT	Gabelli Utility Trust	25,000	$164,750

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$584,628	608	-11.5%	Shares	Sole	2026-08-11
2026-03-31	$660,694	687	-2.8%	Shares	Sole	2026-04-24
2025-12-31	$756,730	707	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.