Position in BLK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,563,541
-$173,664 QoQ
Shares Held
3,706
-4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.40%
of 13F equity value
Holder Rank
#724
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, 2026BKM Wealth Management, LLC holds $4,604,037 across 2 Asset Management names. BLK ranks #1 (77.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
3,706 | $3,563,541 | |
| 2 | ARCC |
Ares Capital Corp
|
56,152 | $1,040,496 |
All Filings in BLK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,563,541 | 3,706 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,737,205 | 3,886 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,447,262 | 4,155 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,044,403 | 3,469 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,784,644 | 3,607 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,519,959 | 3,719 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,618,638 | 3,530 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||