Position in BLK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,103,893
+$7,366 QoQ
Shares Held
2,188
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.50%
of 13F equity value
Holder Rank
#894
of 2,275 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Shum Financial Group, Inc. holds $2,592,458 across 2 Asset Management names. BLK ranks #1 (81.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
2,188 | $2,103,893 | |
| 2 | BX |
Blackstone Inc.
|
4,152 | $488,565 |
All Filings in BLK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,103,893 | 2,188 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,096,527 | 2,180 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,336,552 | 2,183 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,534,601 | 2,174 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $2,056,701 | 2,173 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,194,760 | 2,141 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||