Position in BLK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$419,239
+$1,858 QoQ
Shares Held
436
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,575
of 2,275 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Exchange Bank holds $1,009,140 across 3 Asset Management names. BLK ranks #1 (41.5% of the industry book) .
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,239 | 436 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $417,381 | 434 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $493,425 | 461 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $544,460 | 467 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $499,442 | 476 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $459,989 | 486 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $479,751 | 468 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||