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Hoxton Planning & Management, LLC

Position in BLK — BlackRock, Inc.

CIK 1954782 SHEPHERDSTOWN, WV

Position in BLK

as of Jun 30, 2026 · filed Jul 16, 2026
Position Value
$768,286
-$2,043 QoQ
Shares Held
799
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#1,310
of 2,275 holders
Holding Since
Dec 2024
7 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, 2026

Hoxton Planning & Management, LLC holds $1,466,136 across 3 Asset Management names. BLK ranks #1 (52.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
This page
799 $768,286

All Filings in BLK

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $768,286 799
2026-03-31 $770,329 801
2025-12-31 $895,874 837
2025-09-30 $982,828 843
2025-06-30 $913,896 871
2025-03-31 $830,062 877
2024-12-31 $923,624 901