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Aegis Wealth Management LLC

Position in BLK — BlackRock, Inc.

CIK 1628818 BETHESDA, MD

Position in BLK

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$461,548
New position
Shares Held
480
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,532
of 2,275 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Asset Management

Financial Services · as of Jun 30, 2026

Aegis Wealth Management LLC holds $461,548 across 1 Asset Management name. BLK ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
This page
480 $461,548

All Filings in BLK

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $461,548 480