Position in BLK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$220,197
+$2,851 QoQ
Shares Held
229
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,929
of 2,275 holders
Holding Since
Dec 2024
4 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, 2026Montz Harcus Wealth Management LLC holds $319,626 across 2 Asset Management names. BLK ranks #1 (68.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
229 | $220,197 | |
| 2 | GAB |
Gabelli Equity Trust Inc
|
17,567 | $99,429 |
All Filings in BLK
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,197 | 229 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $217,346 | 226 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $209,856 | 180 | Shares | Sole | 2025-10-20 | |
| 2024-12-31 | $207,072 | 202 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||