Position in BLK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,214,472
-$239,811 QoQ
Shares Held
2,303
-9.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#882
of 2,274 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, 2026American Trust holds $2,527,346 across 2 Asset Management names. BLK ranks #1 (87.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
2,303 | $2,214,472 | |
| 2 | AMP |
Ameriprise Financial Inc
|
682 | $312,874 |
All Filings in BLK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,214,472 | 2,303 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,454,283 | 2,552 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,953,068 | 2,759 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,065,072 | 2,629 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,823,531 | 2,691 | Shares | Sole | 2025-09-03 | |
| 2025-03-31 | $2,522,369 | 2,665 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $3,492,549 | 3,407 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||