Position in BLK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$524,049
-$27,009 QoQ
Shares Held
545
-4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,476
of 2,275 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $1,779,032 across 5 Asset Management names. BLK ranks #2 (29.5% of the industry book) .
All Filings in BLK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,049 | 545 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $551,058 | 573 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $553,365 | 517 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $566,611 | 486 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $496,295 | 473 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $397,520 | 420 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $349,562 | 341 | Shares | Other | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||