Position in BLK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,376,976
+$207,359 QoQ
Shares Held
2,472
+9.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#855
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, 2026PRECEDENT WEALTH PARTNERS, LLC holds $3,243,692 across 3 Asset Management names. BLK ranks #1 (73.3% of the industry book) .
All Filings in BLK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,376,976 | 2,472 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,169,617 | 2,256 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,336,552 | 2,183 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,414,516 | 2,071 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,041,840 | 1,946 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,646,875 | 1,740 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,511,012 | 1,474 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||