Position in BLK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,084,661
+$129,506 QoQ
Shares Held
2,168
+6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#900
of 2,272 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Paragon Private Wealth Management, LLC holds $3,360,405 across 3 Asset Management names. BLK ranks #1 (62.0% 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 | $2,084,661 | 2,168 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $1,955,155 | 2,033 | Shares | Defined | 2026-05-19 | |
| 2025-12-31 | $2,089,302 | 1,952 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,254,792 | 1,934 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,664,110 | 1,586 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,334,536 | 1,410 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,280,362 | 1,249 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||