Position in BLK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$798,094
+$41,229 QoQ
Shares Held
830
+5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,289
of 2,275 holders
Holding Since
Dec 2024
7 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, 2026Buckley Wealth Management, LLC holds $2,307,206 across 2 Asset Management names. BLK ranks #2 (34.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
57,185 | $1,509,112 | |
| 2 | BLK |
BlackRock, Inc.
This page
|
830 | $798,094 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $798,094 | 830 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $756,865 | 787 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $767,433 | 717 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $831,265 | 713 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $769,100 | 733 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $718,378 | 759 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $754,480 | 736 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||