Position in BLK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$258,659
+$4,768 QoQ
Shares Held
269
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,841
of 2,275 holders
Holding Since
Mar 2026
2 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, 2026Vertrix Wealth Management, LLC holds $258,659 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
|
269 | $258,659 |
All Filings in BLK
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,659 | 269 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $253,891 | 264 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||