Position in BLK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$423,086
+$896 QoQ
Shares Held
440
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#593
of 926 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Gradient Capital Advisors, LLC holds $1,251,401 across 3 Asset Management names. BLK ranks #2 (33.8% of the industry book) .
All Filings in BLK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $423,086 | 440 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $422,190 | 439 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $469,879 | 439 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $511,816 | 439 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $457,473 | 436 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $394,682 | 417 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $436,696 | 426 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $379,804 | 400 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||