Position in BLK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$9,395,401
+$840,991 QoQ
Shares Held
9,771
+9.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#112
of 926 holders
Holding Since
Mar 2025
6 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, 2026Security National Bank holds $11,748,170 across 15 Asset Management names. BLK ranks #1 (80.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
9,771 | $9,395,401 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
52,038 | $1,569,986 | |
| 3 | BX |
Blackstone Inc.
|
873 | $102,725 | |
| 4 | AMP |
Ameriprise Financial Inc
|
191 | $87,623 | |
| 5 | TROW |
Price T Rowe Group Inc
|
600 | $68,214 | |
| 6 | PFG |
Principal Financial Group Inc
|
631 | $68,009 | |
| 7 | KBDC |
Kayne Anderson BDC, Inc.
|
4,404 | $59,586 | |
| 8 | ARCC |
Ares Capital Corp
|
3,041 | $56,349 |
All Filings in BLK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,395,401 | 9,771 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $8,554,410 | 8,895 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $8,002,931 | 7,477 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $8,543,494 | 7,328 | Shares | Defined | 2025-10-20 | |
| 2025-06-30 | $7,400,359 | 7,053 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $6,658,485 | 7,035 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||