Position in BLK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,731,791
+$127,481 QoQ
Shares Held
2,841
+4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.82%
of 13F equity value
Holder Rank
#822
of 2,275 holders
Holding Since
Dec 2024
7 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, 2026Marion Wealth Management holds $5,301,939 across 2 Asset Management names. BLK ranks #1 (51.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
2,841 | $2,731,791 | |
| 2 | BX |
Blackstone Inc.
|
21,842 | $2,570,148 |
All Filings in BLK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,731,791 | 2,841 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,604,310 | 2,708 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,649,091 | 2,475 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,815,576 | 2,415 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,553,874 | 2,434 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,251,675 | 2,379 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $2,609,930 | 2,546 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||