Position in BLK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$863,480
-$2,059 QoQ
Shares Held
898
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,251
of 2,281 holders
Holding Since
Jun 2025
5 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, 2026Revisor Wealth Management LLC holds $3,107,006 across 6 Asset Management names. BLK ranks #2 (27.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DFP |
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
|
52,586 | $1,086,952 | |
| 2 | BLK |
BlackRock, Inc.
This page
|
898 | $863,480 | |
| 3 | BEN |
Franklin Resources Inc
|
11,104 | $369,430 | |
| 4 | TROW |
Price T Rowe Group Inc
|
2,860 | $325,153 | |
| 5 | AMP |
Ameriprise Financial Inc
|
548 | $251,400 | |
| 6 | SEIC |
Sei Investments Co
|
2,401 | $210,591 |
All Filings in BLK
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $863,480 | 898 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $865,539 | 900 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $968,657 | 905 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $557,285 | 478 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $661,027 | 630 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||