Position in BLK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$367,315
+$41,296 QoQ
Shares Held
382
+12.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#1,636
of 2,275 holders
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 $1,834,608 across 2 Asset Management names. BLK ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
112,782 | $1,467,293 | |
| 2 | BLK |
BlackRock, Inc.
This page
|
382 | $367,315 |
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 | $326,019 | 339 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $362,845 | 339 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||