Position in BLK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,669,290
-$144,673 QoQ
Shares Held
2,776
-5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#830
of 2,275 holders
Holding Since
Dec 2024
6 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, 2026SWS Partners holds $2,669,290 across 1 Asset Management name. BLK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
2,776 | $2,669,290 |
All Filings in BLK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,669,290 | 2,776 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,813,963 | 2,926 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,091,141 | 2,888 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,599,040 | 3,087 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $3,139,356 | 2,992 | Shares | Sole | 2025-07-17 | |
| 2024-12-31 | $3,193,217 | 3,115 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||