Position in BLK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$216,351
+$6,699 QoQ
Shares Held
225
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,939
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, 2026Code Waechter LLC holds $458,751 across 2 Asset Management names. BLK ranks #2 (47.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
2,060 | $242,400 | |
| 2 | BLK |
BlackRock, Inc.
This page
|
225 | $216,351 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,351 | 225 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $209,652 | 218 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $253,670 | 237 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $275,145 | 236 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $249,721 | 238 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $229,994 | 243 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $257,302 | 251 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||