Position in BLK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$430,778
-$19,302 QoQ
Shares Held
448
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,560
of 2,275 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Evernest Financial Advisors, LLC holds $430,778 across 1 Asset Management name. BLK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
448 | $430,778 |
All Filings in BLK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $430,778 | 448 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $450,080 | 468 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $500,919 | 468 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $627,238 | 538 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $562,398 | 536 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $447,685 | 473 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $529,981 | 517 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||