Position in BLK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$261,544
+$921 QoQ
Shares Held
272
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,830
of 2,275 holders
Holding Since
Jun 2025
5 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, 2026Jacobsen Capital Management holds $261,544 across 1 Asset Management name. BLK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
272 | $261,544 |
All Filings in BLK
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,544 | 272 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $260,623 | 271 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $283,640 | 265 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $304,292 | 261 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $273,854 | 261 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||