Position in BLK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$250,967
-$1,001 QoQ
Shares Held
261
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,848
of 2,272 holders
Holding Since
Jun 2025
5 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, 2026Walkner Condon Financial Advisors LLC holds $453,478 across 2 Asset Management names. BLK ranks #1 (55.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
261 | $250,967 | |
| 2 | GOF |
Guggenheim Strategic Opportunities Fund
|
18,545 | $202,511 |
All Filings in BLK
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,967 | 261 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $251,968 | 262 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $340,368 | 318 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $371,912 | 319 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $246,573 | 235 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||