Position in BLK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$605,782
+$94,153 QoQ
Shares Held
630
+18.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,400
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, 2026Phillips Wealth Planners LLC holds $973,846 across 2 Asset Management names. BLK ranks #1 (62.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
630 | $605,782 | |
| 2 | RJF |
Raymond James Financial Inc
|
2,421 | $368,064 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $605,782 | 630 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $511,629 | 532 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $561,928 | 525 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $751,986 | 645 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $759,657 | 724 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $680,519 | 719 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $809,836 | 790 | Shares | Defined | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||