Position in BLK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$613,475
-$9,713 QoQ
Shares Held
638
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,399
of 2,281 holders
Holding Since
Dec 2025
3 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, 2026Asset One Wealth Management LLC holds $28,667,870 across 4 Asset Management names. BLK ranks #4 (2.1% of the industry book) .
All Filings in BLK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $613,475 | 638 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $623,188 | 648 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $416,362 | 389 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||