Position in BLK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$304,814
-$5,818 QoQ
Shares Held
317
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,744
of 2,275 holders
Holding Since
Jun 2025
5 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, 2026PATRICK M SWEENEY & ASSOCIATES, INC holds $2,059,637 across 3 Asset Management names. BLK ranks #2 (14.8% of the industry book) .
All Filings in BLK
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,814 | 317 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $310,632 | 323 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $345,719 | 323 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $376,576 | 323 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $338,907 | 323 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||