Position in BLK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$291,352
+$46,116 QoQ
Shares Held
303
+18.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,772
of 2,275 holders
Holding Since
Jun 2025
5 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, 2026FSM Wealth Advisors, LLC holds $1,113,333 across 4 Asset Management names. BLK ranks #2 (26.2% of the industry book) .
All Filings in BLK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,352 | 303 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $245,236 | 255 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $296,484 | 277 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $286,804 | 246 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $203,554 | 194 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||