Position in BLK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$547,127
+$34,536 QoQ
Shares Held
569
+6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,445
of 2,275 holders
Holding Since
Sep 2025
4 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, 2026Facet Wealth, Inc. holds $1,030,633 across 2 Asset Management names. BLK ranks #1 (53.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
569 | $547,127 | |
| 2 | BX |
Blackstone Inc.
|
4,109 | $483,506 |
All Filings in BLK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $547,127 | 569 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $512,591 | 533 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $286,851 | 268 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $221,515 | 190 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||