Position in BLK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$204,812
+$930 QoQ
Shares Held
213
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,967
of 2,275 holders
Holding Since
Dec 2024
6 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, 2026Joule Financial, LLC holds $497,450 across 2 Asset Management names. BLK ranks #2 (41.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
2,574 | $292,638 | |
| 2 | BLK |
BlackRock, Inc.
This page
|
213 | $204,812 |
All Filings in BLK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,812 | 213 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $203,882 | 212 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $230,123 | 215 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $254,159 | 218 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $228,736 | 218 | Shares | Sole | 2025-07-22 | |
| 2024-12-31 | $211,172 | 206 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||