SUMMIT WEALTH & RETIREMENT PLANNING, INC.
PensionPosition in BLK — BlackRock, Inc.
CIK 1766995
EAGLE, ID
Position in BLK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$387,508
-$33,720 QoQ
Shares Held
403
-8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,612
of 2,275 holders
Holding Since
Jun 2025
5 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, 2026SUMMIT WEALTH & RETIREMENT PLANNING, INC. holds $1,069,639 across 2 Asset Management names. BLK ranks #2 (36.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
4,022 | $682,131 | |
| 2 | BLK |
BlackRock, Inc.
This page
|
403 | $387,508 |
All Filings in BLK
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,508 | 403 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $421,228 | 438 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $475,230 | 444 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $517,646 | 444 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $465,867 | 444 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||