Position in BLK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,439,455
-$12,727 QoQ
Shares Held
1,497
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#313
of 849 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, 2026Cerro Pacific Wealth Advisors LLC holds $3,216,931 across 5 Asset Management names. BLK ranks #1 (44.7% of the industry book) .
All Filings in BLK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,439,455 | 1,497 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,452,182 | 1,510 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,713,614 | 1,601 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,903,865 | 1,633 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,145,716 | 2,045 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,938,391 | 2,048 | Shares | Sole | 2025-04-08 | |
| No filing history on record for this holder in this stock. | ||||||