Position in BLK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$774,055
-$235,740 QoQ
Shares Held
805
-23.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,308
of 2,284 holders
Holding Since
Dec 2024
7 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, 2026Xcel Wealth Management, LLC holds $2,562,681 across 4 Asset Management names. BLK ranks #2 (30.2% of the industry book) .
All Filings in BLK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $774,055 | 805 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,009,795 | 1,050 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,451,381 | 1,356 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,580,919 | 1,356 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,581,219 | 1,507 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,397,950 | 1,477 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $730,903 | 713 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||