Position in BLK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$398,085
-$6,794 QoQ
Shares Held
414
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#281
of 433 holders
Holding Since
Sep 2025
4 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, 2026National Wealth Management Group, LLC holds $1,057,144 across 3 Asset Management names. BLK ranks #2 (37.7% of the industry book) .
All Filings in BLK
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398,085 | 414 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $404,879 | 421 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $478,441 | 447 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $800,952 | 687 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||