Position in BLK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,623,113
+$382,508 QoQ
Shares Held
1,688
+30.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#984
of 2,275 holders
Holding Since
Dec 2024
7 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, 2026Mattern Wealth Management LLC holds $3,115,054 across 3 Asset Management names. BLK ranks #1 (52.1% 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 | $1,623,113 | 1,688 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,240,605 | 1,290 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,428,903 | 1,335 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,910,860 | 1,639 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,813,104 | 1,728 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,870,244 | 1,976 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,017,416 | 1,968 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||