Position in BLK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$438,471
+$9,549 QoQ
Shares Held
456
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,551
of 2,275 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 4%
None 96%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Palumbo Wealth Management LLC holds $6,975,805 across 3 Asset Management names. BLK ranks #3 (6.3% 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 | $438,471 | 456 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $428,922 | 446 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $454,894 | 425 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $423,178 | 4,168 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $441,734 | 421 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $426,862 | 451 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $384,416 | 375 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||