Legacy Wealth Asset Management, LLC

Position in BLK — BlackRock, Inc.

CIK 1846151 WOODBURY, MN

Position in BLK

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,902,927

+$13,167 QoQ

Shares Held

1,979

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#929

of 2,274 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Legacy Wealth Asset Management, LLC holds $4,591,033 across 5 Asset Management names. BLK ranks #1 (41.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc. This page	1,979	$1,902,927
2	VCTR	Victory Capital Holdings, Inc.	15,792	$1,327,475
3	AMG	Affiliated Managers Group, Inc.	2,041	$690,674
4	RJF	Raymond James Financial Inc	2,735	$415,802
5	CNS	Cohen & Steers, Inc.	3,338	$254,155

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,902,927	1,979	+0.7%	Shares	Sole	2026-07-09
2026-03-31	$1,889,760	1,965	+8.3%	Shares	Sole	2026-04-08
2025-12-31	$1,941,596	1,814	-2.3%	Shares	Sole	2026-01-12
2025-09-30	$2,163,854	1,856	+117.6%	Shares	Sole	2025-10-14
2025-06-30	$895,010	853	-1.4%	Shares	Sole	2025-07-30
2025-03-31	$818,705	865	-1.9%	Shares	Sole	2025-04-09
2024-12-31	$904,147	882	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.