Position in BLK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$294,237
-$28,897 QoQ
Shares Held
306
-8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,764
of 2,275 holders
Holding Since
Dec 2024
7 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, 2026D.B. Root & Company, LLC holds $896,460 across 2 Asset Management names. BLK ranks #2 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAIN |
Main Street Capital CORP
|
11,608 | $602,223 | |
| 2 | BLK |
BlackRock, Inc.
This page
|
306 | $294,237 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,237 | 306 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $323,134 | 336 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $367,126 | 343 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $352,092 | 302 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $418,650 | 399 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $309,498 | 327 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $567,910 | 554 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||