Position in BLK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,824,101
+$218,829 QoQ
Shares Held
2,937
+8.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#812
of 2,274 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, 2026EPG Wealth Management LLC holds $6,444,361 across 3 Asset Management names. BLK ranks #1 (43.8% 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 | $2,824,101 | 2,937 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,605,272 | 2,709 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,698,327 | 2,521 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,868,040 | 2,460 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,512,953 | 2,395 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,285,748 | 2,415 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,380,304 | 2,322 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||