Position in BLK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$335,584
+$56,689 QoQ
Shares Held
349
+20.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,683
of 2,275 holders
Holding Since
Dec 2024
5 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, 2026Wealthquest Corp holds $1,003,756 across 4 Asset Management names. BLK ranks #2 (33.4% of the industry book) .
All Filings in BLK
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,584 | 349 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $278,895 | 290 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $310,398 | 290 | Shares | Sole | 2026-02-09 | |
| 2025-06-30 | $266,509 | 254 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $241,925 | 236 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||