Position in BLK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$109,617
-$17 QoQ
Shares Held
114
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#2,032
of 2,272 holders
Holding Since
Sep 2024
8 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, 2026Dougherty Wealth Advisers LLC holds $386,875 across 3 Asset Management names. BLK ranks #2 (28.3% of the industry book) .
All Filings in BLK
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,617 | 114 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $109,634 | 114 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $122,018 | 114 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $132,909 | 114 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $119,614 | 114 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $107,898 | 114 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $116,862 | 114 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $108,244 | 114 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||