Position in BLK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,395,223
-$14,643 QoQ
Shares Held
1,451
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,034
of 2,275 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Badgley Phelps Wealth Managers, LLC holds $16,762,803 across 4 Asset Management names. BLK ranks #2 (8.3% 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 | $1,395,223 | 1,451 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,409,866 | 1,466 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,667,589 | 1,558 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,673,023 | 1,435 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,534,003 | 1,462 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,408,362 | 1,488 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,604,297 | 1,565 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||