Position in BLK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$575,012
New position
Shares Held
598
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,418
of 2,275 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026MOR Wealth Management, LLC holds $575,012 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
|
598 | $575,012 |
All Filings in BLK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $575,012 | 598 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||