Position in BLK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,734,496
+$1,051,332 QoQ
Shares Held
45,747
+26.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
10 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, 2026Western Wealth Management, LLC holds $130,997,869 across 46 Asset Management names. BLK ranks #3 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
490,086 | $88,443,947 | |
| 2 | STT |
State Street Corp
|
176,984 | $9,718,583 | |
| 3 | BLK |
BlackRock, Inc.
This page
|
45,747 | $7,734,496 | |
| 4 | BX |
Blackstone Inc.
|
26,414 | $3,108,134 | |
| 5 | PSLV |
Sprott Physical Silver Trust
|
161,762 | $3,052,448 | |
| 6 | BPRE |
Bluerock Private Real Estate Fund
|
143,212 | $1,863,188 | |
| 7 | RJF |
Raymond James Financial Inc
|
9,814 | $1,492,022 | |
| 8 | PDI |
PIMCO Dynamic Income Fund
|
81,936 | $1,368,330 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,253,002 | 5,463 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,011,470 | 5,211 | Shares | Sole | 2026-06-18 | |
| 2025-12-31 | $3,368,359 | 3,147 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,332,056 | 2,858 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,712,311 | 2,585 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,168,385 | 2,291 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,057,395 | 2,007 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||