Position in BLK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$433,663
-$30,842 QoQ
Shares Held
451
-6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,553
of 2,270 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, 2026ROI Financial Advisors, LLC holds $1,094,736 across 2 Asset Management names. BLK ranks #2 (39.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
1,441 | $661,073 | |
| 2 | BLK |
BlackRock, Inc.
This page
|
451 | $433,663 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,663 | 451 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $464,505 | 483 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $518,044 | 484 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $598,091 | 513 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $549,807 | 524 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $512,045 | 541 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $560,735 | 547 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||