Position in BLK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,691,451
+$4,420,249 QoQ
Shares Held
4,879
+1630.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.28%
of 13F equity value
Holder Rank
#653
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, 2026Fi3 FINANCIAL ADVISORS, LLC holds $5,585,402 across 3 Asset Management names. BLK ranks #1 (84.0% 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 | $4,691,451 | 4,879 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $271,202 | 282 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $345,719 | 323 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $252,993 | 217 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $241,327 | 230 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $229,994 | 243 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $254,227 | 248 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||