Wescott Financial Advisory Group, LLC
Position in BLK — BlackRock, Inc.
CIK 1864880
Philadelphia, PA
Position in BLK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$207,696
+$4,776 QoQ
Shares Held
216
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,960
of 2,272 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Wescott Financial Advisory Group, LLC holds $735,775 across 3 Asset Management names. BLK ranks #3 (28.2% of the industry book) .
All Filings in BLK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,696 | 216 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $202,920 | 211 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $231,193 | 216 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||