Position in BLK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$213,466
-$33 QoQ
Shares Held
222
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#1,944
of 2,275 holders
Holding Since
Mar 2025
6 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, 2026WEBSTERROGERS FINANCIAL ADVISORS, LLC holds $886,866 across 2 Asset Management names. BLK ranks #2 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PDT |
John Hancock Premium Dividend Fund
|
52,000 | $673,400 | |
| 2 | BLK |
BlackRock, Inc.
This page
|
222 | $213,466 |
All Filings in BLK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,466 | 222 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $213,499 | 222 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $233,334 | 218 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $254,159 | 218 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $228,736 | 218 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $206,332 | 218 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||