Position in BLK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$878,865
+$4,671 QoQ
Shares Held
914
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,239
of 2,275 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Waterway Wealth Management, LLC holds $1,194,221 across 2 Asset Management names. BLK ranks #1 (73.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
914 | $878,865 | |
| 2 | KKR |
KKR & Co. Inc.
|
3,436 | $315,356 |
All Filings in BLK
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $878,865 | 914 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $874,194 | 909 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $838,076 | 783 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $880,231 | 755 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $633,747 | 604 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,022,198 | 1,080 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,037,411 | 1,012 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $901,084 | 949 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||