Position in BLK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$233,659
+$926 QoQ
Shares Held
243
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#1,899
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, 2026Charter Capital Management, LLC\DE holds $233,659 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
|
243 | $233,659 |
All Filings in BLK
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,659 | 243 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $232,733 | 242 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $259,022 | 242 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $282,140 | 242 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $253,918 | 242 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||