Position in BLK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$367,315
+$20,138 QoQ
Shares Held
382
+5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 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, 2026WealthPoint Financial, LLC holds $4,111,191 across 3 Asset Management names. BLK ranks #3 (8.9% of the industry book) .
All Filings in BLK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,315 | 382 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $347,177 | 361 | Shares | Sole | 2026-06-26 | |
| 2025-12-31 | $362,845 | 339 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||