Position in BLK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$586,551
-$1,053 QoQ
Shares Held
610
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,410
of 2,274 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Legacy Trust holds $1,418,282 across 2 Asset Management names. BLK ranks #2 (41.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
1,813 | $831,731 | |
| 2 | BLK |
BlackRock, Inc.
This page
|
610 | $586,551 |
All Filings in BLK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $586,551 | 610 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $587,604 | 611 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $653,977 | 611 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $712,346 | 611 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $641,091 | 611 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $738,254 | 780 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||