Position in BLK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$400,970
+$396,162 QoQ
Shares Held
417
+8240.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,596
of 2,275 holders
Holding Since
Dec 2025
3 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, 2026Worth Financial Advisory Group, LLC holds $797,870 across 2 Asset Management names. BLK ranks #1 (50.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
417 | $400,970 | |
| 2 | BX |
Blackstone Inc.
|
3,373 | $396,900 |
All Filings in BLK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,970 | 417 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,808 | 5 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $317,890 | 297 | Shares | Sole | 2026-01-16 | |
| No filing history on record for this holder in this stock. | ||||||