Position in BLK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$425,971
+$43,211 QoQ
Shares Held
443
+11.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,564
of 2,275 holders
Holding Since
Jun 2025
5 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, 2026Optivise Advisory Services LLC holds $425,971 across 1 Asset Management name. BLK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
443 | $425,971 |
All Filings in BLK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425,971 | 443 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $382,760 | 398 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $556,576 | 520 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $391,732 | 336 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $230,835 | 220 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||