Position in BLK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,658,691
-$405,138 QoQ
Shares Held
1,725
-19.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#976
of 2,275 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Trail Ridge Investment Advisors, LLC holds $1,658,691 across 1 Asset Management name. BLK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
1,725 | $1,658,691 |
All Filings in BLK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,658,691 | 1,725 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,063,829 | 2,146 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,318,356 | 2,166 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,517,113 | 2,159 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,265,330 | 2,159 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,043,450 | 2,159 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,239,865 | 2,185 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||