Position in BLK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$303,852
-$28,899 QoQ
Shares Held
316
-8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,746
of 2,275 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026KEYVANTAGE WEALTH, LLC holds $303,852 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
|
316 | $303,852 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,852 | 316 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $332,751 | 346 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $367,126 | 343 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $409,220 | 351 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $409,207 | 390 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $389,949 | 412 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $478,726 | 467 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||