Position in BLK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$381,739
-$5,830 QoQ
Shares Held
397
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,622
of 2,275 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, 2026Phoenix Wealth Advisors holds $717,300 across 3 Asset Management names. BLK ranks #1 (53.2% 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 | $381,739 | 397 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $387,569 | 403 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $450,613 | 421 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $502,489 | 431 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $464,817 | 443 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $419,290 | 443 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $444,897 | 434 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||