Position in BLK
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$235,582
+$26,891 QoQ
Shares Held
245
+12.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,890
of 2,275 holders
Holding Since
Sep 2025
4 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, 2026Burton Enright Welch holds $983,777 across 3 Asset Management names. BLK ranks #3 (23.9% of the industry book) .
All Filings in BLK
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,582 | 245 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $208,691 | 217 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $217,279 | 203 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $236,671 | 203 | Shares | Sole | 2026-03-09 | |
| No filing history on record for this holder in this stock. | ||||||