Position in BLK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$814,441
+$202,794 QoQ
Shares Held
847
+33.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,278
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, 2026Triad Wealth Partners, LLC holds $1,927,667 across 4 Asset Management names. BLK ranks #1 (42.3% 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 | $814,441 | 847 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $611,647 | 636 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $722,479 | 675 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $651,721 | 559 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $549,807 | 524 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $502,580 | 531 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $527,931 | 515 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||