Position in BLK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$360,585
+$3,791 QoQ
Shares Held
375
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,642
of 2,275 holders
Holding Since
Dec 2024
7 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, 2026Carr Financial Group Corp holds $683,552 across 2 Asset Management names. BLK ranks #1 (52.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
375 | $360,585 | |
| 2 | AMP |
Ameriprise Financial Inc
|
704 | $322,967 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,585 | 375 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $356,794 | 371 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $389,603 | 364 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $426,708 | 366 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $387,173 | 369 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $315,177 | 333 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $540,232 | 527 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||